Financial Advisory - Wealth Planning Associate

Bluespring Wealth Partners; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Holdings in Pittsburgh seeks a Wealth Planning Associate to support advisors in developing comprehensive financial plans and client services. You will contribute to planning analyses, meeting support, and ongoing client service within a collaborative team.

The role emphasizes tax, estate, insurance, and investment planning, with opportunities to grow planning expertise and client relationship skills in a team-driven environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 3 years of experience in wealth management or financial services.
• Series 7 and Series 66 required (may be obtained within six months).
• CFP designation in progress or commitment to begin working toward the CFP designation.
• Insurance licenses required (Life, Health, Fixed and Variable Annuities).
• Experience with financial planning software and scenario modeling.
• Strong analytical and communication skills.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning.
• Participate in client meetings, including note-taking, planning discussions, and follow-up actions.
• Support advisors in complex planning and client situations.
• Create client review materials and service deliverables.
• Prepare analyses and recommendations for client review meetings.
• Utilize financial planning software to model scenarios and evaluate outcomes.
• Maintain confidentiality of client information.

Skills

Analytical skills

Written and verbal communication

Attention to detail

Multitasking

Team collaboration

Professional discretion

Financial planning software experience

CRM proficiency

Office suite proficiency

Education

Bachelor's degree or equivalent experience

Series 7 & 66

CFP designation in progress

Insurance licenses (Life, Health, Fixed & Variable Annuities)

Tools

Financial planning software

CRM platforms

Microsoft Office Suite

Job description

Lead with Purpose. Partner with Impact Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member’s contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive. The Wealth Planning Associate plays a key role in supporting advisors and delivering comprehensive financial planning to clients. This position is designed for individuals who are looking to deepen their planning expertise while developing client relationship and advisory skills within a collaborative team environment. Working closely with advisors and the Wealth Planning Team, this role focuses on financial plan development, client meeting support, planning analysis, and ongoing client service.

What You’ll Do:

• Assist advisors in developing comprehensive financial plans
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning
• Participate in client meetings, including note-taking, planning discussions, and follow-up actions
• Support advisors in complex planning and client situations
• Create client review materials and service deliverables
• Prepare analyses and recommendations for client review meetings
• Utilize financial planning software to model scenarios and evaluate outcomes
• Support ongoing client needs through planning updates and service coordination
• Identify opportunities to improve planning processes and advisor efficiency
• Ensure all work is completed accurately and in a timely manner
• Maintain confidentiality of client financial and personal information

What You Bring:

• Strong interest in financial planning and wealth management
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• High attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Collaborative mindset with a desire to learn and grow
• Ability to handle sensitive client situations with professionalism
• Experience with financial planning software and scenario modeling
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Ability to learn CRM and firm-specific technology platforms
• Bachelor's degree or equivalent experience
• Minimum 3 years of experience in a wealth management or financial services role
• Series 7 and Series 66 required (may be obtained within the first six months of employment)
• CFP® designation in progress, or a commitment to begin working toward the CFP® designation
• Insurance licenses required (Life, Health, Fixed and Variable Annuities) and may be obtained on the job
• Additional designations and certifications may be required

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.