Financial Planning Analyst - CFP, FinTech Planning Expert

Kestra Financial; Austin (TX); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Job summary

Kestra Financial seeks a Planning Analyst to support our Planning Group, delivering insourced financial planning for thousands of advisors with MoneyGuideElite or eMoney. You will gather data, build plans, present findings to Advisors, and contribute to intellectual capital and firm-wide planning initiatives.

You will analyze trends, collaborate with planners, and help ensure high-quality client experiences while driving scalable planning capabilities across Kestra.

Qualifications

• CFP designation required.
• Bachelor's degree required.
• 3–10 years of experience in the finance industry preferred.
• Strong attention to detail and ability to multi-task in a client-facing role.
• Proficiency with Excel and PowerPoint; experience with planning software.

Responsibilities

• Maintain and deepen knowledge of planning software and fintech concepts.
• Gather, organize, and develop client data for financial planning.
• Prepare client financial plans and presentations for Advisor review.
• Enter data and develop presentations for client meetings in a planning context.
• Attend client meetings in a technical, supportive capacity.
• Research planning industry trends and contribute ideas to intellectual capital.
• Support advisor relationship management and regular communications.
• Track and cross-reference planning data across internal systems.

Skills

CFP Designation

Microsoft Excel

PowerPoint

Data analysis

Financial planning software

Education

Bachelor's Degree

Tools

MoneyGuideElite

eMoney

Job description

Kestra Financial seeks a Planning Analyst to support our Planning Group, delivering insourced financial planning for thousands of advisors with MoneyGuideElite or eMoney. You will gather data, build plans, present findings to Advisors, and contribute to intellectual capital and firm-wide planning initiatives.

You will analyze trends, collaborate with planners, and help ensure high-quality client experiences while driving scalable planning capabilities across Kestra.