Wealth Planning Advisor | Tax-Savvy Client Partner

Kestra Holdings; Lincolnshire (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Collaborative environment

Growth opportunities

Job summary

Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools.

You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or wealth management.
• Experience with financial planning tools such as eMoney strongly preferred.
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required.
• Active Series 65 required.

Responsibilities

• Meet with clients regularly to review financial plans, updates, and recommendations.
• Collaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectives.
• Support ongoing plan reviews and updates based on life events, market changes, and regulatory updates.
• Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks.
• Assist the Lead Advisor in implementing tax‑efficient financial plans.
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization.
• Assist the Lead Advisor in developing customized financial strategies aligned with clients’ short- and long‑term goals, including retirement income and wealth accumulation.
• Analyze financial data to support recommendations around investments, retirement planning, and cash flow.
• Maintain accurate and up‑to‑date client financial data within eMoney and internal systems.
• Identify gaps in financial plans and recommend actionable solutions to improve outcomes.
• Prepare and present planning scenarios and projections (e.g., retirement income modeling and cash flow analysis).

Skills

Client service

Communication

Attention to detail

Time management

Problem solving

Series 65

Education

Bachelor’s degree in Finance/Business

Tools

Salesforce

Black Diamond

Microsoft Office

eMoney

Job description

Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools.

You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in