Financial Planning Analyst | CFP-Certified & Tech-Savvy

Kestra Financial, Inc.; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Training & development

Job summary

Kestra Financial, Inc. is seeking a Planning Analyst to join the Planning Group within Wealth Management. You will support centralized planning for ~2,000 advisors nationwide, leveraging MoneyGuideElite or eMoney to gather data, develop plans, and present them to advisors.

The role emphasizes intellectual capital, thought leadership, and collaboration with a team of planning professionals. CFP certification and solid Excel/PowerPoint skills are required.

Qualifications

• CFP certification required or actively pursuing CFP designation (coursework completed).
• Bachelor’s Degree preferred.
• 3-10 years’ experience in the finance industry preferred.
• Proficiency with Microsoft Excel and PowerPoint and ability to quickly learn new software.
• Experience working with eMoney and MoneyGuide.

Responsibilities

• Maintain and expand knowledge of planning software and fintech planning concepts.
• Gather, organize, and develop client data within financial planning context.
• Prepare client financial plans and presentations for Advisors review.
• Manage data entry and presentation development for client meetings.
• Attend client meetings in a technical and supporting role.
• Analyze planning industry trends and advances in planning technology.
• Provide advisor relationship management support and regular communications.
• Track planning data across internal systems.

Skills

Attention to detail

Time management

Multi-tasking

Team player

Curiosity and learning

Finance industry experience

Excel

PowerPoint

Education

CFP certification

Bachelor’s degree

Tools

MoneyGuide Elite

eMoney

Microsoft Excel

PowerPoint

Job description

Kestra Financial, Inc. is seeking a Planning Analyst to join the Planning Group within Wealth Management. You will support centralized planning for ~2,000 advisors nationwide, leveraging MoneyGuideElite or eMoney to gather data, develop plans, and present them to advisors.

The role emphasizes intellectual capital, thought leadership, and collaboration with a team of planning professionals. CFP certification and solid Excel/PowerPoint skills are required.