Financial Advisory - Paraplanner

Kestra • Pittsburgh, PA

3d

About The Position

This position works with advisory teams to help manage client relationships and actively participate in wealth management. The work may encompass financial planning, retirement planning, risk management, estate planning, insurance planning, business succession planning, and tax considerations. The role supports the preparation and review of comprehensive financial plans and reports, analysis of planning scenarios, and accurate tracking and reporting of client assets. It also provides operational support for client onboarding and account maintenance and prepares reports and forms for CPAs and other professional partners.

Requirements

• Bachelor’s degree (BA/BS) in a business-related major.
• At least 2 years of experience in the financial services industry.
• Enrollment in or willingness to pursue the Financial Paraplanner Qualified Professional (FPQP®) or Certified Financial Planner (CFP®) designation.
• Proficiency with Microsoft Office Suite, particularly Microsoft Excel.
• Self-starter who is motivated, organized, and analytical.
• Ability to think independently and work collaboratively as a team player.
• Strong interpersonal and communication skills, with the ability to build trusted relationships.
• Ability to think critically and process complex financial scenarios.
• Strong attention to detail and accuracy.
• Strong time management and prioritization skills, including the ability to multitask and manage deadlines in a fast-paced environment.
• Open and receptive to feedback and mentorship.
• Ability to utilize and leverage partner firm resources.
• Desire for professional growth and a constant learning mindset.

Nice To Haves

• A concentration in Finance, Economics, or Personal Financial Planning.
• Experience with financial planning software, preferably Money Guide Pro and eMoney.

Responsibilities

• Collect, organize, and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans.
• Review and analyze financial planning reports and draw conclusions based on sound economic and financial principles.
• Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen recommendations.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analysis using Riskalyze or similar software to support planning and investment recommendations.
• Ensure client assets are accurately tracked and entered into planning, reporting, and CRM software.
• Create consolidated household reports and net worth statements for upcoming client meetings.
• Support client onboarding and ongoing account maintenance in coordination with operations and advisory teams.
• Prepare reports and forms for CPAs and other professional partners.

Benefits

• Competitive pay and benefits.
• 401(k).
• Health insurance.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level