Wealth Planning Associate: Collaborative Financial Guidance

Kestra Financial; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Training & development

Growth opportunities

Job summary

Kestra Financial is seeking a Wealth Planning Associate in Pittsburgh to support advisors in delivering comprehensive financial planning and client service. You will help develop plans, perform planning analyses, and participate in client meetings as part of a collaborative team.

The role emphasizes growth in planning expertise, advisory skills, and teamwork within our Ensemble Practice Model. A strong foundation in financial planning and experience with planning software are preferred.

Qualifications

• Bachelor’s degree or equivalent experience is required.
• Series 7 and Series 66 required (may be obtained within six months).
• CFP designation in progress or a commitment to begin coursework.
• Insurance licenses for Life, Health, and Annuities may be obtained on the job.

Responsibilities

• Assist advisors in developing comprehensive financial plans and materials.
• Research planning strategies related to tax, estate, insurance, and investments.
• Participate in client meetings with note-taking and follow-up actions.
• Support complex planning and client situations with analyses and recommendations.
• Model scenarios using financial planning software to evaluate outcomes.
• Maintain client confidentiality and ensure timely delivery of services.

Skills

Analytical skills

Communication skills

Detail oriented

Multi-priority management

Education

Bachelor’s degree or equivalent

CFP designation in progress

Series 7 & 66 (required)

Tools

Financial planning software

CRM platforms

MS Office (Excel, Word, Outlook, PowerPoint)

Job description

Kestra Financial is seeking a Wealth Planning Associate in Pittsburgh to support advisors in delivering comprehensive financial planning and client service. You will help develop plans, perform planning analyses, and participate in client meetings as part of a collaborative team.

The role emphasizes growth in planning expertise, advisory skills, and teamwork within our Ensemble Practice Model. A strong foundation in financial planning and experience with planning software are preferred.