Financial Advisory - Financial Planning Associate

Kestra Financial, Inc.; Herndon (VA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401k with matching

Health insurance options

Paid time off

Job summary

Hughes Financial Services LLC seeks a detail-oriented individual to support senior advisors and work directly with clients. You will gather and analyze client information, help develop financial plans, and monitor progress across multiple software platforms.

The role offers a path toward advisory responsibilities, with emphasis on licensing/designations and ongoing client engagement in a hybrid Virginia-based setting.

Qualifications

• Preference for CFP coursework or CFP designation in progress.
• Bachelor's degree preferred.

Responsibilities

• Obtain client information as directed.
• Analyze and evaluate client information.
• Assist in developing financial plans and recommendations.
• Monitor current financial plans and prepare materials for reviews.
• Familiarize with software including Schwab Advisor Center, eMoney, Black Diamond, Holistiplan, Vanilla, Co-Pilot, Salesforce.
• Provide technical client portal support (eMoney & Schwab Alliance).
• Assist operations team with client administrative tasks.

Skills

CFP coursework

Bachelor's degree

Education

Bachelor's Degree

Tools

Schwab Advisor Center

eMoney Advisor

Black Diamond

Holistiplan

Vanilla

Co-Pilot

Salesforce

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Lead with Purpose. Partner with Impact.

Founded in 2009, Hughes Financial Services LLC (HFS) is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families navigate all aspects of their financial lives with confidence. We specialize in working with public servants, and executives in government contracting. As fiduciaries, we are committed to providing objective, unbiased advice that is always in our clients' best interests. Our mission is to empower and partner with those who lead and serve, by helping them secure their financial futures and impact generations to come.

At HFS, we believe exceptional client service begins with teamwork. Every member of our organization plays an important role in delivering a seamless, high-quality experience for the families we serve.

As our firm continues to grow, we are seeking a passionate, hardworking individual to join our team. This position plays a critical role in delivering by supporting senior/lead advisors as they work directly with clients.

This is an excellent opportunity for someone looking to build a career within the financial services industry, with a goal of moving into an advisory role and working directly with clients (with experience and licensing/designations).

What you’ll Do:

• Obtaining Client information as directed
• Analyzing and evaluating client information
• Assisting in the development of financial plans and recommendations in all areas of Financial Planning
• Monitoring the status of current financial plans and preparing materials for on-going reviews with clients
• Becoming familiar with a variety of software applications, including Schwab’s Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce
• Providing technical support to clients utilizing the client portal (eMoney & Schwab Alliance)
• Aiding operations team with client administrative tasks

What You Bring:

• Preference will be given to candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
• Bachelors Degree Preferred

Why join Hughes Financial Services?

• Join a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serve
• We are committed to investing in our team members’ professional development and long-term career advancement (firm paid education, certifications, and professional designations related to career growth)
• Work within a close-knit, supportive organization where every voice matters.
• Enjoy a culture built on teamwork, integrity, and continuous improvement
• An emphasis on work life balance: hybrid opportunities, reduced summer hours, generous PTO policy
• Competitive Benefits including a 401k with Matching, Company paid health insurance options available, etc

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.