Wealth Planning Paraplanner — Impactful Client Advisory

Kestra PWS; Pittsburgh (Allegheny County); On-site; USD 60,000 - 78,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development opportunities

Job summary

Kestra PWS in Pittsburgh is seeking a paraplanner to assist advisory teams with client relationships in wealth management. The role includes analyzing financial data, preparing reports, and completing risk assessments. Ideal candidates will hold a relevant bachelor's degree and have at least 2 years of experience in financial services. Opportunities for professional growth and certification are encouraged within a supportive environment.

The position promises competitive pay, benefits, and a collaborative culture focused on client success.

Qualifications

• 2+ years of experience in financial services.
• Willingness to pursue FPQP or CFP designation.
• Strong attention to detail and accuracy.

Responsibilities

• Analyze financial data to create comprehensive financial plans.
• Conduct risk assessment to support investment recommendations.
• Prepare reports and forms for CPAs and partners.

Skills

Financial analysis

Communication skills

Time management

Excel proficiency

Critical thinking

Education

Bachelor’s degree in business-related field

Tools

Microsoft Office Suite

Financial planning software

Job description

Kestra PWS in Pittsburgh is seeking a paraplanner to assist advisory teams with client relationships in wealth management. The role includes analyzing financial data, preparing reports, and completing risk assessments. Ideal candidates will hold a relevant bachelor's degree and have at least 2 years of experience in financial services. Opportunities for professional growth and certification are encouraged within a supportive environment.

The position promises competitive pay, benefits, and a collaborative culture focused on client success.