Financial Advisory - Wealth Planning Associate

What You’ll Do

• Aid advisors in developing comprehensive financial plans
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning
• Participate in client meetings, including note-taking, planning discussions, and follow-up actions
• Support advisors in complex planning and client situations
• Create client review materials and service deliverables
• Prepare analyses and recommendations for client review meetings
• Utilize financial planning software to model scenarios and evaluate outcomes
• Support ongoing client needs through planning updates and service coordination
• Identify opportunities to improve planning processes and advisor efficiency
• Maintain confidentiality of client financial and personal information

What You Bring

• A strong interest in financial planning and wealth management
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• A high attention to detail and organization
• The ability to manage multiple priorities and deadlines
• A collaborative mindset with a desire to learn and grow
• The ability to handle sensitive client situations with professionalism
• Experience with financial planning software and scenario modeling
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• The ability to learn CRM and firm-specific technology platforms
• A Bachelor's degree or equivalent experience
• A minimum of 3 years of experience in a wealth management or financial services role
• Series 7 and Series 66 required (may be obtained within the first six months of employment)
• A commitment to begin working toward the CFP® designation
• Insurance licenses required (Life, Health, Fixed and Variable Annuities) and may be obtained on the job
• Additional designations and certifications may be required

Benefits to Support You

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

• Serve
• Make it Happen
• One team