Financial Advisory - Paraplanner

Kestra Financial; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

401(k)

Training & development

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking a detail-oriented wealth planning professional to support advisory teams in developing comprehensive financial plans.

You will analyze data, prepare net worth statements, and assist with risk assessments to strengthen client recommendations. Role requires at least 2+ years in financial services, a finance-related degree, and a willingness to pursue FPQP or CFP; proficiency in Money Guide Pro and eMoney is preferred.

Qualifications

• Bachelor's degree in a business-related field with a focus on Finance.
• At least 2+ years in financial services with client-facing experience.
• Enrollment in or willingness to pursue FPQP® or CFP® designation.
• Proficiency in Microsoft Excel and MS Office Suite.
• Experience with Money Guide Pro and eMoney preferred.
• Self-starter, organized, analytical, and able to work in a team.
• Strong interpersonal and communication skills and attention to detail.

Responsibilities

• Collect, organize and analyze financial data to craft comprehensive financial plans.
• Review planning reports and draw conclusions using sound economic principles.
• Evaluate scenarios to identify opportunities to improve client outcomes.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analyses to support recommendations.
• Ensure client assets are tracked and input into planning/CRM systems.
• Create consolidated household reports for upcoming client meetings.
• Support onboarding and ongoing account maintenance with operations.

Skills

Financial planning

Analytical thinking

Interpersonal skills

MS Excel

Money Guide Pro

eMoney

Self-starter

Team player

Time management

Education

Bachelor's degree in Finance or related field

FPQP or CFP designation (pursuit)

Tools

Money Guide Pro

eMoney

Microsoft Office Suite

CRM software

Job description

Explore Life at Kestra

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

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

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

• 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.