Financial Planning Analyst

Kestra • Austin, TX

3d

About The Position

Kestra Financial is seeking a new team member to join our Planning Group. 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.

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

Nice To Haves

• 3-10 years’ experience in the finance industry preferred
• Experience working with eMoney, MoneyGuide
• 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

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
• Help clients navigate meaningful financial decisions with confidence
• 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