Wealth Planning Associate: Shape Client Financial Futures

Kestra Holdings; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Job summary

Kestra Holdings is looking for a Wealth Planning Associate in Pittsburgh to support advisors and facilitate comprehensive financial planning. The ideal candidate will have strong analytical and problem-solving skills, alongside a commitment to professional growth in a collaborative team environment.

Responsibilities include assisting in the development of financial plans, participating in client meetings, and using financial planning software. A Bachelor's degree and relevant experience are required to thrive in this dynamic role.

Qualifications

• Minimum 3 years of experience in a wealth management or financial services role.
• Experience with financial planning software and scenario modeling.
• Series 7 and Series 66 required or to be obtained within the first six months.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to various fields.
• Create client review materials and service deliverables.

Skills

Analytical skills

Problem-solving skills

Written communication

Verbal communication

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Financial planning software

Microsoft Office Suite

Job description

Kestra Holdings is looking for a Wealth Planning Associate in Pittsburgh to support advisors and facilitate comprehensive financial planning. The ideal candidate will have strong analytical and problem-solving skills, alongside a commitment to professional growth in a collaborative team environment.

Responsibilities include assisting in the development of financial plans, participating in client meetings, and using financial planning software. A Bachelor's degree and relevant experience are required to thrive in this dynamic role.