Financial Planning Associate

Kestra Financial, Inc.; Austin, Northern (TX, KY); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Kestra Financial, Inc. seeks a Planning Analyst to join our Planning Group. You will develop and present financial plans for Advisors, while maintaining in-depth knowledge of planning software like MoneyGuideElite and eMoney.

You will support a national advisor network with data-driven insights and ongoing communications. The role emphasizes precise data handling, client meeting support, and staying current with fintech planning trends.

Qualifications

• CFP certification required, or actively pursuing CFP designation (coursework completed).
• Bachelor’s Degree preferred.
• 3-10 years’ experience in the finance industry preferred.

Responsibilities

• Maintain and grow 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.
• Support client meetings with data entry and presentation development.
• Attend client meetings in a technical role and assist planning.
• Research planning industry trends and technological advances.
• Provide advisor relationship management support and communications.
• Cross-reference planning data across internal systems.

Skills

CFP certification

Time management

Attention to detail

Multi-tasking

Team oriented

Curious learner

Education

Bachelor's Degree

CFP coursework completed

Tools

MoneyGuideElite

eMoney

Microsoft Excel

PowerPoint

Job description

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