Financial Advisory - Paraplanner

Bluespring Wealth Partners; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Training and development opportunities

Job summary

Bluespring Wealth Partners in Pittsburgh is seeking a Financial Planning Associate responsible for supporting advisory teams and managing client relationships. The role involves conducting financial analysis, preparing reports, and ensuring client assets are accurately tracked.

The ideal candidate will have a Bachelor's degree in a business-related major, along with 2+ years in the financial services industry. The company offers competitive pay, benefits, and opportunities for professional growth.

Qualifications

• 2+ years of experience in the financial services industry.
• Proficiency with Microsoft Office Suite, especially Excel.
• Willingness to pursue FPQP® or CFP® designation.

Responsibilities

• Collect, organize, and analyze financial data.
• Review financial planning reports and draw conclusions.
• Evaluate planning scenarios to improve client outcomes.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analysis.
• Create reports for client meetings.

Skills

Financial analysis

Interpersonal communication

Attention to detail

Time management

Education

Bachelor’s degree in a business-related major

Tools

Microsoft Excel

Money Guide Pro

eMoney

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.