Wealth Planning Paraplanner for Impactful Client Solutions

Kestra Financial; Pittsburgh (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Job summary

Coghill Investment Strategies is seeking a detail-oriented financial planning professional to partner with advisory teams in delivering comprehensive wealth management services. The role involves data collection, planning analysis, and client reporting to support informed strategic recommendations.

You will work closely with operations and advisory teams, prepare client-ready net worth statements, and contribute to ongoing onboarding.

Qualifications

• Bachelor’s degree in business-related major; Finance/Economics/Personal Financial Planning concentration preferred.
• 2+ years of experience in the financial services industry.
• Enrollment in FPQP® or CFP® designation or willingness to pursue.

Responsibilities

• Collect, organize and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans.
• Review and analyze financial planning reports, drawing logical conclusions based on sound economic and financial principles.
• Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen plan recommendations.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analysis via Riskalyze or similar software to support appropriate planning and investment recommendations.
• Ensure all client assets are accurately tracked and input into planning, reporting and CRM software.
• Create consolidated household reports and net worth statements for upcoming client meetings.
• Support client onboarding and ongoing account maintenance with operations and advisory teams.
• Prepare reporting and forms for CPAs and other professional partners.

Skills

Interpersonal communication

Analytical thinking

Team collaboration

Self-motivation

Education

BA/BS in business-related major

Tools

Money Guide Pro

eMoney

Microsoft Excel

Job description

Coghill Investment Strategies is seeking a detail-oriented financial planning professional to partner with advisory teams in delivering comprehensive wealth management services. The role involves data collection, planning analysis, and client reporting to support informed strategic recommendations.

You will work closely with operations and advisory teams, prepare client-ready net worth statements, and contribute to ongoing onboarding.