Financial Planning Associate

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 is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.

Kestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.

What You’ll Do:

• Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
• Gather, organize, and develop client data within a financial planning context
• Prepare client financial plans and presentations for review by Advisors
• Manage data entry and presentation development for client meetings that pertain to financial planning
• Attend client meetings in a technical and supporting role
• Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
• Advisor relationship management support, including ongoing and regular advisor contact and communications
• Track and cross reference planning data though internal systems

What You Bring:

• CFP certification required, or actively pursuing CFP designation (coursework completed)
• Bachelor’s Degree Preferred
• 3-10 years’ experience in the finance industry preferred
• Ability to operate efficiently while staying within operational requirements for a consistent client experience required
• Strong attention to detail, process-driven, time management
• Ability to multi-task, understand and execute on priorities
• High self/ other awareness and working within a team
• Leads with curiosity and desire to always be learning
• Ability to spend large amounts of time on the micro, contributing to the macro- environment
• Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software
• Experience working with eMoney, MoneyGuide

Licenses, Registration:

• Series 7 preferred
• Series 65 preferred

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 By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• 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.