Financial Planning Associate: Kickstart Your Advisory Career

Kestra Financial, Inc.; Herndon (VA); Híbrido; USD 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401k with matching

Health insurance options

Paid time off

Resumo da oferta

Hughes Financial Services LLC seeks a detail-oriented individual to support senior advisors and work directly with clients. You will gather and analyze client information, help develop financial plans, and monitor progress across multiple software platforms.

The role offers a path toward advisory responsibilities, with emphasis on licensing/designations and ongoing client engagement in a hybrid Virginia-based setting.

Qualificações

• Preference for CFP coursework or CFP designation in progress.
• Bachelor's degree preferred.

Responsabilidades

• Obtain client information as directed.
• Analyze and evaluate client information.
• Assist in developing financial plans and recommendations.
• Monitor current financial plans and prepare materials for reviews.
• Familiarize with software including Schwab Advisor Center, eMoney, Black Diamond, Holistiplan, Vanilla, Co-Pilot, Salesforce.
• Provide technical client portal support (eMoney & Schwab Alliance).
• Assist operations team with client administrative tasks.

Conhecimentos

CFP coursework

Bachelor's degree

Formação académica

Bachelor's Degree

Ferramentas

Schwab Advisor Center

eMoney Advisor

Black Diamond

Holistiplan

Vanilla

Co-Pilot

Salesforce

Descrição da oferta de emprego

Hughes Financial Services LLC seeks a detail-oriented individual to support senior advisors and work directly with clients. You will gather and analyze client information, help develop financial plans, and monitor progress across multiple software platforms.

The role offers a path toward advisory responsibilities, with emphasis on licensing/designations and ongoing client engagement in a hybrid Virginia-based setting.