Financial Planning Analyst

Kestra Financial • Austin, TX

2d

About The Position

Kestra Financial is seeking a Financial Planning Analyst to join their Planning Group within the Wealth Management Division. This role will provide centralized, insourced planning services to approximately 2,000 advisors nationally, serving as a consistent and high-quality planner. The analyst will work within an established planning process, conduct introductory calls with advisors, and utilize planning technology like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present financial plans. Additionally, this role will contribute to intellectual capital, thought leadership, and act as a key member of the planning brain trust for all firms within the Kestra organization.

Requirements

• CFP Designation Required
• Bachelor’s Degree Required
• 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

Nice To Haves

• 3-10 years’ experience in the finance industry preferred
• Series 7 preferred
• Series 65 preferred

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
• Advisor relationship management support, including ongoing and regular advisor contact and communications
• Track and cross reference planning data though internal systems

What This Job Offers

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