Wealth Planning Paraplanner

Bluespring Wealth Partners, LLC; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Holdings is seeking a skilled Financial Planning Paraplanner to support advisory teams in wealth management. You will collect data, build plans, and analyze scenarios to strengthen client outcomes.

Responsibilities include risk assessment, net worth reporting, and collaboration with CPAs and partners. A FPQP or CFP track is preferred, with Excel and planning software proficiency required.

Qualifications

• Bachelor’s degree in business-related major; concentration in Finance, Economics and Personal Financial Planning preferred.
• 2+ years of experience in the financial services industry.
• Enrollment in FPQP® or CFP® designation or willingness to pursue.
• Proficiency with Microsoft Excel.
• Experience with financial planning software, Money Guide Pro and eMoney.
• Self-starter who is organized, analytical and a strong team player.

Responsibilities

• Collect, organize and analyze financial data to create and update comprehensive financial plans.
• Review and analyze financial planning reports and draw logical conclusions based on sound economic principles.
• Evaluate alternative planning scenarios to improve client outcomes and plan recommendations.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analyses using Riskalyze or similar software.
• Ensure all client assets are tracked in planning, reporting and CRM systems.

Skills

Interpersonal communication

Analytical

Team collaboration

Attention to detail

Time management

Education

BA/BS in business-related field (Finance/Economics)

Tools

Money Guide Pro

eMoney

Job description

Kestra Holdings is seeking a skilled Financial Planning Paraplanner to support advisory teams in wealth management. You will collect data, build plans, and analyze scenarios to strengthen client outcomes.

Responsibilities include risk assessment, net worth reporting, and collaboration with CPAs and partners. A FPQP or CFP track is preferred, with Excel and planning software proficiency required.