Financial Planning Associate
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Include a section only when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones.
We need to parse the posting.
Key content:
- Intro paragraph about Kestra Financial: description.
- "Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization."
- "What You’ll Do:" bullet list (though not bullet but sentences). Items:
- Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
- Gather, organize, and develop client data within a financial planning context
- Prepare client financial plans and presentations for review by Advisors
- Manage data entry and presentation development for client meetings that pertain to financial planning
- Attend client meetings in a technical and supporting role
- Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
- Advisor relationship management support, including ongoing and regular advisor contact and communications
- Track and cross reference planning data though internal systems
- "What You Bring:" bullet list:
- CFP certification required, or actively pursuing CFP designation (coursework completed)
- Bachelor’s Degree Preferred
- 3-10 years’ experience in the finance industry preferred
- Ability to operate efficiently while staying within operational requirements for a consistent client experience required
- Strong attention to detail, process-driven, time management
- Ability to multi-task, understand and execute on priorities
- High self/ other awareness and working within a team
- Leads with curiosity and desire to always be learning
- Ability to spend large amounts of time on the micro, contributing to the macro- environment
- Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software
- Experience working with eMoney, MoneyGuide
- Licenses, Registration: Series 7 preferred
- Series 65 preferred
- "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. This is internal policy; maybe we can include as a note but not required. It's not a standard section; we could include under Requirements or Qualifications? Might be considered part of Requirements. But we can include as a short paragraph under Requirements.
- "Benefits to support you:" bullet list:
- 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
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
- "Kestra Values:" mission and values: Serve, Make it Happen, and One team. Could be included as a section maybe "About the company" or "Values". But we have to decide sections.
We need to use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide which sections to include based on content.
- About the role: could include description of role and team. Use the intro paragraph about Planning Group and role purpose.
- Responsibilities: the "What You’ll Do" list.
- Requirements: maybe include CFP certification, degree, experience, ability to operate efficiently, etc. Could combine with Qualifications.
- Qualifications: maybe include licenses (Series 7, Series 65) and software proficiency.
- Skills: maybe include attention to detail, multitasking, teamwork, curiosity, etc.
- Benefits: the benefits list.
- Pay: not explicitly stated; only "Competitive pay and benefits". That's vague but mentions competitive pay. However we should not create Pay section unless posting actually states them. It says "Competitive pay and benefits with a large employer". That is a statement about pay being competitive but not specific numbers. The instruction: "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". "Competitive pay" is somewhat vague but still a statement. Is that considered filler? It's not a specific number but it's a statement about pay. The instruction says to avoid headings unless posting actually states them. It does state "Competitive pay and benefits". That is a statement about pay, albeit vague. Should we include Pay section? The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state competitive pay, so we could include Pay section with that statement. However we also have Benefits section which we definitely have content. Pay could be just a short sentence.
- Schedule: not mentioned; no schedule info. So we should not include Schedule.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We need to ensure we don't repeat content unnecessarily. We'll allocate content appropriately.
Let's draft:
About the role
Kestra Financial is a wealth management platform that empowers independent financial professionals, including traditional and hybrid RIAs, to grow their businesses and deliver exceptional client service. The Planning Group, part of the Wealth Management Division, provides centralized “insourced” planning for approximately 2,000 advisors nationally. As a Planning Analyst, you will serve as a consistent, high‑quality planner, conducting introductory orientation calls, gathering and strategizing client data using planning technology such as MoneyGuideElite or eMoney, preparing financial plans and presentations, supporting client meetings, researching industry trends, contributing to intellectual capital, and advising on advisor relationship management.
That covers intro.
Responsibilities
- Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
- Gather, organize, and develop client data within a financial planning context
- Prepare client financial plans and presentations for review by Advisors
- Manage data entry and presentation development for client meetings that pertain to financial planning
- Attend client meetings in a technical and supporting role
- Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
- Provide advisor relationship management support, including ongoing and regular advisor contact and communications
- Track and cross‑reference planning data through internal systems
Requirements
- CFP certification required, or actively pursuing CFP designation (coursework completed)
- Bachelor’s degree preferred
- 3‑10 years’ experience in the finance industry preferred
- Ability to operate efficiently while staying within operational requirements for a consistent client experience
Qualifications
- Experience working with eMoney, MoneyGuideElite or similar planning software
- Series 7 license preferred
- Series 65 license preferred
- Proficiency with Microsoft Excel and PowerPoint, and ability to quickly learn new software
Skills
- Strong attention to detail, process‑driven, excellent time management
- Ability to multi‑task, understand and execute on priorities
- High self‑ and other awareness, effective teamwork
- Leads with curiosity and a desire to continuously learn
- Ability to devote significant time to detailed analysis while contributing to broader objectives
Benefits
- Competitive pay and benefits with a large employer (over 1,600 employees nationwide)
- 401(k) plan and health insurance
- Supportive, collaborative environment committed to professional excellence
- Opportunity to help clients navigate meaningful financial decisions with confidence
- Training, development, and long‑term growth opportunities within the firm
- Tuition reimbursement for qualified expenses
Pay
Competitive pay and benefits package (as noted in the benefits section).
We need to ensure we didn't duplicate content: Benefits already includes "Competitive pay and benefits with a large employer". Pay section repeats that; maybe we can keep Pay as just a short statement referencing competitive pay. But we might consider merging Pay into Benefits to avoid duplication. However instruction: prefer few substantive sections over many thin ones. Having both Benefits and Pay may be thin. But we have substantive benefits list; Pay is just a statement. Could combine Pay into Benefits? But we need a Pay section only if posting states them; it does state competitive pay. Could we include Pay as a subsection inside Benefits? Not allowed; we must use headings. Could we drop Pay section and just mention competitive pay within Benefits? The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state competitive pay, but we could still include it in Benefits as part of the bullet. However they said "Prefer a few substantive sections over many thin ones." Having a Pay section with just a sentence may be thin. Better to incorporate competitive pay into Benefits bullet and omit separate Pay section. But then we are not creating a Pay section, which is fine because we are not required to create it. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It doesn't say we must create them if they are stated; it's optional. So we can omit Pay section to keep fewer sections. Let's do that.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
Check that we haven't missed any important info: Internal Application Policy (internal applicants must be in good standing, 1 year service, etc.) This is a requirement for internal applicants; could be included under Requirements as a note. But it's not a general requirement for all applicants; it's internal policy. Might be considered not essential for external applicants. Could be omitted as it's not a general requirement. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Should we include internal policy? It's substantive but only relevant to internal applicants. Might be considered part of Requirements? Could add a note: "Internal applicants must be in good standing with at least 1 year of service at Kestra and 1 year in their current role (unless approved by EVP)." That is substantive. Let's add it under Requirements as an extra bullet.
Also "Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team."
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Include a section only when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Key content: - Intro paragraph about Kestra Financial: description. - "Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization." - "What You’ll Do:" bullet list (though not bullet but sentences). Items: - Maintain and grow depth of knowledge within planning software technology and fintech planning concepts - Gather, organize, and develop client data within a financial planning context - Prepare client financial plans and presentations for review by Advisors - Manage data entry and presentation development for client meetings that pertain to financial planning - Attend client meetings in a technical and supporting role - Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning - Advisor relationship management support, including ongoing and regular advisor contact and communications - Track and cross reference planning data though internal systems - "What You Bring:" bullet list: - CFP certification required, or actively pursuing CFP designation (coursework completed) - Bachelor’s Degree Preferred - 3-10 years’ experience in the finance industry preferred - Ability to operate efficiently while staying within operational requirements for a consistent client experience required - Strong attention to detail, process-driven, time management - Ability to multi-task, understand and execute on priorities - High self/ other awareness and working within a team - Leads with curiosity and desire to always be learning - Ability to spend large amounts of time on the micro, contributing to the macro- environment - Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software - Experience working with eMoney, MoneyGuide - Licenses, Registration: Series 7 preferred - Series 65 preferred - "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. This is internal policy; maybe we can include as a note but not required. It's not a standard section; we could include under Requirements or Qualifications? Might be considered part of Requirements. But we can include as a short paragraph under Requirements. - "Benefits to support you:" bullet list: - 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 - Help clients navigate meaningful financial decisions with confidence - Opportunities for training, development, and long-term growth within the firm - Tuition reimbursement for qualified expenses - "Kestra Values:" mission and values: Serve, Make it Happen, and One team. Could be included as a section maybe "About the company" or "Values". But we have to decide sections. We need to use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. - About the role: could include description of role and team. Use the intro paragraph about Planning Group and role purpose. - Responsibilities: the "What You’ll Do" list. - Requirements: maybe include CFP certification, degree, experience, ability to operate efficiently, etc. Could combine with Qualifications. - Qualifications: maybe include licenses (Series 7, Series 65) and software proficiency. - Skills: maybe include attention to detail, multitasking, teamwork, curiosity, etc. - Benefits: the benefits list. - Pay: not explicitly stated; only "Competitive pay and benefits". That's vague but mentions competitive pay. However we should not create Pay section unless posting actually states them. It says "Competitive pay and benefits with a large employer". That is a statement about pay being competitive but not specific numbers. The instruction: "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". "Competitive pay" is somewhat vague but still a statement. Is that considered filler? It's not a specific number but it's a statement about pay. The instruction says to avoid headings unless posting actually states them. It does state "Competitive pay and benefits". That is a statement about pay, albeit vague. Should we include Pay section? The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state competitive pay, so we could include Pay section with that statement. However we also have Benefits section which we definitely have content. Pay could be just a short sentence. - Schedule: not mentioned; no schedule info. So we should not include Schedule. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We need to ensure we don't repeat content unnecessarily. We'll allocate content appropriately. Let's draft:
About the role
Kestra Financial is a wealth management platform that empowers independent financial professionals, including traditional and hybrid RIAs, to grow their businesses and deliver exceptional client service. The Planning Group, part of the Wealth Management Division, provides centralized “insourced” planning for approximately 2,000 advisors nationally. As a Planning Analyst, you will serve as a consistent, high‑quality planner, conducting introductory orientation calls, gathering and strategizing client data using planning technology such as MoneyGuideElite or eMoney, preparing financial plans and presentations, supporting client meetings, researching industry trends, contributing to intellectual capital, and advising on advisor relationship management.
That covers intro.Responsibilities
- Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
- Gather, organize, and develop client data within a financial planning context
- Prepare client financial plans and presentations for review by Advisors
- Manage data entry and presentation development for client meetings that pertain to financial planning
- Attend client meetings in a technical and supporting role
- Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
- Provide advisor relationship management support, including ongoing and regular advisor contact and communications
- Track and cross‑reference planning data through internal systems
Requirements
- CFP certification required, or actively pursuing CFP designation (coursework completed)
- Bachelor’s degree preferred
- 3‑10 years’ experience in the finance industry preferred
- Ability to operate efficiently while staying within operational requirements for a consistent client experience
Qualifications
- Experience working with eMoney, MoneyGuideElite or similar planning software
- Series 7 license preferred
- Series 65 license preferred
- Proficiency with Microsoft Excel and PowerPoint, and ability to quickly learn new software
Skills
- Strong attention to detail, process‑driven, excellent time management
- Ability to multi‑task, understand and execute on priorities
- High self‑ and other awareness, effective teamwork
- Leads with curiosity and a desire to continuously learn
- Ability to devote significant time to detailed analysis while contributing to broader objectives
Benefits
- Competitive pay and benefits with a large employer (over 1,600 employees nationwide)
- 401(k) plan and health insurance
- Supportive, collaborative environment committed to professional excellence
- Opportunity to help clients navigate meaningful financial decisions with confidence
- Training, development, and long‑term growth opportunities within the firm
- Tuition reimbursement for qualified expenses
Pay
Competitive pay and benefits package (as noted in the benefits section).
We need to ensure we didn't duplicate content: Benefits already includes "Competitive pay and benefits with a large employer". Pay section repeats that; maybe we can keep Pay as just a short statement referencing competitive pay. But we might consider merging Pay into Benefits to avoid duplication. However instruction: prefer few substantive sections over many thin ones. Having both Benefits and Pay may be thin. But we have substantive benefits list; Pay is just a statement. Could combine Pay into Benefits? But we need a Pay section only if posting states them; it does state competitive pay. Could we include Pay as a subsection inside Benefits? Not allowed; we must use headings. Could we drop Pay section and just mention competitive pay within Benefits? The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state competitive pay, but we could still include it in Benefits as part of the bullet. However they said "Prefer a few substantive sections over many thin ones." Having a Pay section with just a sentence may be thin. Better to incorporate competitive pay into Benefits bullet and omit separate Pay section. But then we are not creating a Pay section, which is fine because we are not required to create it. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It doesn't say we must create them if they are stated; it's optional. So we can omit Pay section to keep fewer sections. Let's do that. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. Check that we haven't missed any important info: Internal Application Policy (internal applicants must be in good standing, 1 year service, etc.) This is a requirement for internal applicants; could be included under Requirements as a note. But it's not a general requirement for all applicants; it's internal policy. Might be considered not essential for external applicants. Could be omitted as it's not a general requirement. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Should we include internal policy? It's substantive but only relevant to internal applicants. Might be considered part of Requirements? Could add a note: "Internal applicants must be in good standing with at least 1 year of service at Kestra and 1 year in their current role (unless approved by EVP)." That is substantive. Let's add it under Requirements as an extra bullet. Also "Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team."