Hybrid Path to Advisory: Financial Planning Associate

Kestra Financial; Herndon (VA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401k with Matching

Company paid health insurance

Hybrid work opportunities

Generous PTO policy

Firm-paid education & certifications

Job summary

Hughes Financial Services LLC in Herndon, VA seeks a passionate, hardworking individual to join the team and support senior advisors as they work directly with clients. This role offers a path toward an advisory position and licensing/designations; experience and CFP coursework are valued.

You will obtain and analyze client information, contribute to financial plans, monitor ongoing reviews, and support operations using Schwab Advisor Center, eMoney, Black Diamond, and Salesforce in a

Qualifications

• Preference will be given to candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
• 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
• Becoming familiar with a variety of software applications, including Schwabs Advisor Center, eMoney Advisor, 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

Education

Bachelor's Degree

CFP coursework or pursuing CFP designation

Tools

Schwab Advisor Center

eMoney Advisor

Black Diamond

Holistiplan

Vanilla

Co-Pilot

Salesforce

Job description

Hughes Financial Services LLC in Herndon, VA seeks a passionate, hardworking individual to join the team and support senior advisors as they work directly with clients. This role offers a path toward an advisory position and licensing/designations; experience and CFP coursework are valued.

You will obtain and analyze client information, contribute to financial plans, monitor ongoing reviews, and support operations using Schwab Advisor Center, eMoney, Black Diamond, and Salesforce in a