Financial Advisory - Paraplanner

Kestra Holdings; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Job summary

Coghill Investment Strategies is seeking a Wealth Planning Associate to support advisory teams, manage client relationships, and actively participate in comprehensive planning across financial, retirement, risk, estate, and tax considerations.

You will collect and analyze financial data, prepare net worth statements, and conduct risk assessments using Riskalyze or similar software, aligning with planning best practices. Collaboration with CPAs and partners is essential to drive client outcomes.

Qualifications

• Bachelor’s degree in business-related major; Finance/Economics/Personal Financial Planning preferred.
• 2+ years of experience in the financial services industry.
• Enrollment in or willingness to pursue FPQP® or CFP® designation.
• Proficiency with Microsoft Excel and MS Office Suite.
• Experience with financial planning software Money Guide Pro and eMoney.
• Self-starter with organizational and analytical abilities.
• Ability to think independently and collaborate with a team.
• Strong interpersonal and communication skills; build trusted relationships.
• Ability to think critically and process complex financial scenarios.
• Attention to detail and time management; multi-task in a fast-paced environment.
• Open to feedback and mentorship; utilize partner firm resources.
• Desire for professional growth and continuous learning.

Responsibilities

• Collect, organize and analyze financial data to create and update comprehensive financial plans.
• Review and analyze financial planning reports to draw conclusions based on sound principles.
• Evaluate planning scenarios to identify opportunities and strengthen recommendations.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analyses using Riskalyze or similar software.
• Ensure client assets are tracked and input into planning, reporting and CRM systems.
• Create consolidated household reports and net worth statements for client meetings.
• Support client onboarding and ongoing account maintenance with operations and advisory teams.
• Prepare reporting and forms for CPAs and other professional partners.

Skills

Analytical thinking

Strong interpersonal skills

Communication skills

Detail-oriented

Self-starter

Team player

Time management

Critical thinking

Education

Bachelor’s degree in business-related field

Tools

Microsoft Excel

Microsoft Office Suite

MoneyGuide Pro

eMoney

Riskalyze

CRM software

Job description

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. This may encompass the following areas: financial planning, retirement planning, risk management, estate planning, insurance planning, business succession planning and tax considerations.

Vision

The mission of Coghill Investment Strategies is to improve the lives of our clients and our employees. We deliver by living our core values every day and keeping the firm’s core focus at the center of everything we do.

Core Focus:

Delivering superior wealth & investment management solutions and indispensable service to our client families.

Values:

Empathy, Intellectual Curiosity, Responsiveness, Agility, We Before Me

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

Operational Support

• 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 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