Impactful Wealth Planning Paraplanner

Kestra Holdings; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Job summary

Coghill Investment Strategies is seeking a Wealth Planning Associate to support advisory teams, manage client relationships, and actively participate in comprehensive planning across financial, retirement, risk, estate, and tax considerations.

You will collect and analyze financial data, prepare net worth statements, and conduct risk assessments using Riskalyze or similar software, aligning with planning best practices. Collaboration with CPAs and partners is essential to drive client outcomes.

Qualifications

• Bachelor’s degree in business-related major; Finance/Economics/Personal Financial Planning preferred.
• 2+ years of experience in the financial services industry.
• Enrollment in or willingness to pursue FPQP® or CFP® designation.
• Proficiency with Microsoft Excel and MS Office Suite.
• Experience with financial planning software Money Guide Pro and eMoney.
• Self-starter with organizational and analytical abilities.
• Ability to think independently and collaborate with a team.
• Strong interpersonal and communication skills; build trusted relationships.
• Ability to think critically and process complex financial scenarios.
• Attention to detail and time management; multi-task in a fast-paced environment.
• Open to feedback and mentorship; utilize partner firm resources.
• Desire for professional growth and continuous learning.

Responsibilities

• Collect, organize and analyze financial data to create and update comprehensive financial plans.
• Review and analyze financial planning reports to draw conclusions based on sound principles.
• Evaluate planning scenarios to identify opportunities and strengthen recommendations.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analyses using Riskalyze or similar software.
• Ensure client assets are tracked and input into planning, reporting and CRM systems.
• Create consolidated household reports and net worth statements for client meetings.
• Support client onboarding and ongoing account maintenance with operations and advisory teams.
• Prepare reporting and forms for CPAs and other professional partners.

Skills

Analytical thinking

Strong interpersonal skills

Communication skills

Detail-oriented

Self-starter

Team player

Time management

Critical thinking

Education

Bachelor’s degree in business-related field

Tools

Microsoft Excel

Microsoft Office Suite

MoneyGuide Pro

eMoney

Riskalyze

CRM software

Job description

Coghill Investment Strategies is seeking a Wealth Planning Associate to support advisory teams, manage client relationships, and actively participate in comprehensive planning across financial, retirement, risk, estate, and tax considerations.

You will collect and analyze financial data, prepare net worth statements, and conduct risk assessments using Riskalyze or similar software, aligning with planning best practices. Collaboration with CPAs and partners is essential to drive client outcomes.