Wealth Planning Associate — Collaborative Client Advisory

Bluespring Wealth Partners; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Holdings in Pittsburgh seeks a Wealth Planning Associate to support advisors in developing comprehensive financial plans and client services. You will contribute to planning analyses, meeting support, and ongoing client service within a collaborative team.

The role emphasizes tax, estate, insurance, and investment planning, with opportunities to grow planning expertise and client relationship skills in a team-driven environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 3 years of experience in wealth management or financial services.
• Series 7 and Series 66 required (may be obtained within six months).
• CFP designation in progress or commitment to begin working toward the CFP designation.
• Insurance licenses required (Life, Health, Fixed and Variable Annuities).
• Experience with financial planning software and scenario modeling.
• Strong analytical and communication skills.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning.
• Participate in client meetings, including note-taking, planning discussions, and follow-up actions.
• Support advisors in complex planning and client situations.
• Create client review materials and service deliverables.
• Prepare analyses and recommendations for client review meetings.
• Utilize financial planning software to model scenarios and evaluate outcomes.
• Maintain confidentiality of client information.

Skills

Analytical skills

Written and verbal communication

Attention to detail

Multitasking

Team collaboration

Professional discretion

Financial planning software experience

CRM proficiency

Office suite proficiency

Education

Bachelor's degree or equivalent experience

Series 7 & 66

CFP designation in progress

Insurance licenses (Life, Health, Fixed & Variable Annuities)

Tools

Financial planning software

CRM platforms

Microsoft Office Suite

Job description

Kestra Holdings in Pittsburgh seeks a Wealth Planning Associate to support advisors in developing comprehensive financial plans and client services. You will contribute to planning analyses, meeting support, and ongoing client service within a collaborative team.

The role emphasizes tax, estate, insurance, and investment planning, with opportunities to grow planning expertise and client relationship skills in a team-driven environment.