Wealth Planning Associate

Bluespring Wealth Partners; Lincolnshire (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

401(k) plan

Health insurance

Tuition reimbursement

Job summary

Kestra Financial is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio management support. You will review tax returns, assist with tax planning strategies, and use eMoney to analyze and maintain client plans.

You will collaborate with the Lead Advisor to ensure accurate implementation of recommendations and trade execution. The role requires 2+ years in financial services, familiarity with retirement accounts, and proficiency with Salesforce and

Qualifications

• 2+ years in financial services or wealth management
• Experience with eMoney strongly preferred
• Familiarity with retirement accounts (Traditional, Roth, SEP, SIMPLE)
• Experience reviewing tax returns and applying insights to financial planning
• Proficiency with Salesforce CRM, Black Diamond, and Microsoft Office
• Active Series 65 required
• CFP certification or pursuing CFP designation preferred
• CPA designation a plus

Responsibilities

• Meet with clients regularly to review plans, updates, and recommendations
• Collaborate with advisors and internal teams to refine financial plans
• Support plan reviews and updates based on life events, market changes, and regulatory updates
• Review client tax returns to identify planning opportunities and risks
• Assist Lead Advisor in implementing tax-efficient financial plans
• Prepare planning scenarios related to tax impact (e.g., Roth/RMD planning) and projections
• Develop customized financial strategies aligned with client goals (retirement income, wealth accumulation)
• Analyze financial data to support investments, retirement planning, and cash flow
• Maintain client data in eMoney and internal systems
• Identify gaps in plans and propose actionable solutions
• Prepare and present planning scenarios and cash flow analyses

Skills

Client service

Communication

Attention to detail

Problem solving

Time management

Education

Bachelor’s degree in Finance or Business

Tools

Salesforce CRM

Black Diamond

Microsoft Office

eMoney

Job description

Kestra Financial is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio management support. You will review tax returns, assist with tax planning strategies, and use eMoney to analyze and maintain client plans.

You will collaborate with the Lead Advisor to ensure accurate implementation of recommendations and trade execution. The role requires 2+ years in financial services, familiarity with retirement accounts, and proficiency with Salesforce and