Wealth Planning Paraplanner | Growth & Impact

Kestra Financial, Inc.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

401(k)

Training & development

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking a detail-oriented wealth planning professional to support advisory teams in developing comprehensive financial plans.

You will analyze data, prepare net worth statements, and assist with risk assessments to strengthen client recommendations. Role requires at least 2+ years in financial services, a finance-related degree, and a willingness to pursue FPQP or CFP; proficiency in Money Guide Pro and eMoney is preferred.

Qualifications

• Bachelor's degree in a business-related field with a focus on Finance.
• At least 2+ years in financial services with client-facing experience.
• Enrollment in or willingness to pursue FPQP® or CFP® designation.
• Proficiency in Microsoft Excel and MS Office Suite.
• Experience with Money Guide Pro and eMoney preferred.
• Self-starter, organized, analytical, and able to work in a team.
• Strong interpersonal and communication skills and attention to detail.

Responsibilities

• Collect, organize and analyze financial data to craft comprehensive financial plans.
• Review planning reports and draw conclusions using sound economic principles.
• Evaluate scenarios to identify opportunities to improve client outcomes.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analyses to support recommendations.
• Ensure client assets are tracked and input into planning/CRM systems.
• Create consolidated household reports for upcoming client meetings.
• Support onboarding and ongoing account maintenance with operations.

Skills

Financial planning

Analytical thinking

Interpersonal skills

MS Excel

Money Guide Pro

eMoney

Self-starter

Team player

Time management

Education

Bachelor's degree in Finance or related field

FPQP or CFP designation (pursuit)

Tools

Money Guide Pro

eMoney

Microsoft Office Suite

CRM software

Job description

Kestra Financial, Inc. is seeking a detail-oriented wealth planning professional to support advisory teams in developing comprehensive financial plans.

You will analyze data, prepare net worth statements, and assist with risk assessments to strengthen client recommendations. Role requires at least 2+ years in financial services, a finance-related degree, and a willingness to pursue FPQP or CFP; proficiency in Money Guide Pro and eMoney is preferred.