Financial Advisory - Wealth Planning Associate

About the role

The Wealth Planning Associate plays a key role in supporting advisors and delivering comprehensive financial planning to clients. This position is designed for individuals who are looking to deepen their planning expertise while developing client relationship and advisory skills within a collaborative team environment.

Responsibilities

• Assist 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

Requirements

• Strong interest in financial planning and wealth management
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• High attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Collaborative mindset with a desire to learn and grow
• 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)
• Ability to learn CRM and firm-specific technology platforms
• Bachelor's degree or equivalent experience
• Minimum 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)
• CFP® designation in progress, or 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

Qualifications

• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits

• 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

Pay

Competitive pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Financial planning software
• Scenario modeling
• Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Benefits

• 401(k)
• Health insurance
• Competitive benefits package

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Kestra Values

• Serve
• Make it Happen
• One team

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.