Wealth Planning Paraplanner: Grow with Client Impact

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

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Opportunities for training and development

Job summary

Kestra Financial in Pittsburgh is seeking a motivated individual to manage client relationships and participate in wealth management activities, including financial and retirement planning, estate planning, and risk management. You will analyze financial data and support client onboarding efforts within a collaborative team.

The ideal candidate has a Bachelor’s degree and 2+ years of experience in the financial services industry, with proficiency in financial planning software and strong communication skills. Competitive pay and benefits are offered.

Qualifications

• 2+ years of experience in the financial services industry.
• Enrollment in or willingness to pursue CFP® or FPQP® designation.
• Strong time management and prioritization skills.

Responsibilities

• Analyze financial data to create and update financial plans.
• Review and analyze financial planning reports.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analysis to support planning recommendations.

Skills

Financial data analysis

Communication skills

Organization

Critical thinking

Education

Bachelor’s degree in business-related major

Tools

Microsoft Excel

Financial planning software

Job description

Kestra Financial in Pittsburgh is seeking a motivated individual to manage client relationships and participate in wealth management activities, including financial and retirement planning, estate planning, and risk management. You will analyze financial data and support client onboarding efforts within a collaborative team.

The ideal candidate has a Bachelor’s degree and 2+ years of experience in the financial services industry, with proficiency in financial planning software and strong communication skills. Competitive pay and benefits are offered.