Financial Advisory - Paraplanner

Kestra Financial; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Opportunities for training and development

Job summary

Kestra Financial in Pittsburgh is seeking a motivated individual to manage client relationships and participate in wealth management activities, including financial and retirement planning, estate planning, and risk management. You will analyze financial data and support client onboarding efforts within a collaborative team.

The ideal candidate has a Bachelor’s degree and 2+ years of experience in the financial services industry, with proficiency in financial planning software and strong communication skills. Competitive pay and benefits are offered.

Qualifications

• 2+ years of experience in the financial services industry.
• Enrollment in or willingness to pursue CFP® or FPQP® designation.
• Strong time management and prioritization skills.

Responsibilities

• Analyze financial data to create and update financial plans.
• Review and analyze financial planning reports.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analysis to support planning recommendations.

Skills

Financial data analysis

Communication skills

Organization

Critical thinking

Education

Bachelor’s degree in business-related major

Tools

Microsoft Excel

Financial planning software

Job description

Overview

Lead with Purpose. Partner with Impact. This position is primarily responsible for working with the advisory teams to help manage client relationships and actively participate in all areas of wealth management, including financial planning, retirement planning, risk management, estate planning, insurance planning, business succession planning, and tax considerations.

What You’ll Do:

• Collect, organize and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans
• Review and analyze financial planning reports, drawing logical conclusions based on sound economic and financial principles
• Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen overall plan recommendations
• Prepare personal net worth statements and financial summaries
• Conduct risk assessment analysis via Riskalyze or similar software to support appropriate planning and investment recommendations
• Ensure all client assets are accurately tracked and input into planning, reporting, and CRM software
• Create consolidated household reports and net worth statements for upcoming client meetings
• Support client onboarding and ongoing account maintenance in coordination with operations and advisory teams
• Prepare reporting and forms for CPAs and other professional partners

What You Bring:

• Bachelor’s degree (BA/BS) in a business-related major; a concentration of Finance, Economics and Personal Financial Planning is preferred
• 2+ years of experience in the financial services industry
• Enrollment in or willingness to pursue the Financial Paraplanner Qualified Professional (FPQP®) or Certified Financial Planner (CFP®) designation
• Proficiency with Microsoft Office Suite with an emphasis on Microsoft Excel
• Experience with financial planning software, preferably Money Guide Pro and eMoney
• Candidate must be a self‑starter who is motivated, organized, and analytical
• Ability to think independently, while also a collaborative team player
• Strong interpersonal and communication skills with the ability to build trusted relationships
• Ability to think critically and process complex financial scenarios
• Strong attention to detail and accuracy
• Strong time management and prioritization skills – ability to multi‑task and manage deadlines in a fast‑paced environment
• Open and receptive to feedback and mentorship
• Ability to utilize and leverage partner firm resources
• Desire for professional growth and a constant learning mindset

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

EEO Disclosure

• 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.