Financial Planning Associate — Hybrid Path to Advisory

Kestra Holdings; Herndon (VA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401k with Matching

Company paid health insurance

Hybrid work opportunities

Job summary

Hughes Financial Services LLC is seeking a motivated individual to support senior advisors and work directly with clients. This role offers a path toward an advisory position, with CFP coursework encouraged and potential for licensing/designations.

Ideal candidate will have a Bachelor’s degree, be team-oriented, and thrive in a client-focused environment while benefiting from hybrid work arrangements and professional development opportunities.

Qualifications

• CFP coursework or actively pursuing CFP designation preferred.
• Bachelor's degree preferred.

Responsibilities

• Obtaining Client information as directed
• Analyzing and evaluating client information
• Assisting in the development of financial plans and recommendations in all areas of Financial Planning
• Monitoring the status of current financial plans and preparing materials for on-going reviews with clients
• Familiarize with software such as Schwabs Advisor Center, eMoney, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce
• Providing technical support to clients utilizing the client portal (eMoney & Schwab Alliance)
• Aiding operations team with client administrative tasks

Skills

CFP coursework

Education

Bachelor's degree

Job description

Hughes Financial Services LLC is seeking a motivated individual to support senior advisors and work directly with clients. This role offers a path toward an advisory position, with CFP coursework encouraged and potential for licensing/designations.

Ideal candidate will have a Bachelor’s degree, be team-oriented, and thrive in a client-focused environment while benefiting from hybrid work arrangements and professional development opportunities.