Financial Planning Specialist

Kestra Financial Independent Advisor; Town of Avon (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Professional development

Job summary

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals.

You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• Minimum of 3–5 years of experience in financial planning or advisory roles.
• CFP certification or in progress preferred.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in financial planning software and Microsoft Office.

Responsibilities

• Analyze clients’ financial situations, investment portfolios, and goals to provide tailored planning recommendations.
• Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
• Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
• Work collaboratively with team members to support client communications and ongoing relationship management.
• Assist in the development of educational materials and seminars for clients.

Skills

Financial analysis

Client communication

Financial planning tools

Attention to detail

Team collaboration

CFP in progress

Education

Bachelor's degree in finance, economics, or related field

Tools

Microsoft Office

Financial planning software

Job description

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

Key Responsibilities:

• Analyze clients’ financial situations, investment portfolios, and goals to provide tailored planning recommendations.
• Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
• Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
• Work collaboratively with team members to support client communications and ongoing relationship management.
• Assist in the development of educational materials and seminars for clients.
• Bachelor’s degree in finance, economics, or a related field.
• Minimum of 3-5 years of experience in financial planning or a related advisory role.
• CFP certification or in progress is preferred.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Excellent communication and interpersonal skills to build relationships with clients and team members.
• Proficient in financial planning software and Microsoft Office Suite.

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.