Financial Advisory - Financial Planning Associate

Kestra•Herndon, VA

About The Position

Hughes Financial Services LLC (HFS), an independent, fee-only Registered Investment Advisor, is seeking a Financial Planning Associate to support senior and lead advisors who work directly with clients. HFS specializes in serving public servants and executives in government contracting and is committed to providing objective, fiduciary advice in clients’ best interests. The role offers an opportunity to build a career in financial services, with the potential to move into an advisory role and work directly with clients as experience, licensing, and designations are gained. The associate gathers and analyzes client information, assists with financial plans and recommendations, monitors plans, and prepares materials for client reviews. The role also provides technical support to clients using the eMoney and Schwab Alliance portals and assists the operations team with client administrative tasks. The associate will become familiar with financial planning and client-service applications, including Schwab’s Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce. HFS describes its culture as close-knit, supportive, collaborative, and focused on teamwork, integrity, continuous improvement, and client service. The firm offers professional development and career advancement support, including firm-paid education, certifications, and professional designations related to career growth. Hybrid opportunities, reduced summer hours, and a generous PTO policy are noted. The posting also includes Kestra benefits and internal-application information.

Requirements

A bachelor's degree is preferred.
Preference is given to candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
Internal applicants must be in good standing and have at least one year of service with Kestra.
Internal applicants must have at least one year of service in their current role unless approved by an EVP.

Nice To Haves

Begun CFP® coursework or actively pursuing the CFP® designation.
Bachelor's degree.

Responsibilities

Obtain client information as directed.
Analyze and evaluate client information.
Assist in developing financial plans and recommendations across areas of financial planning.
Monitor the status of current financial plans and prepare materials for ongoing client reviews.
Become familiar with financial planning and client-service applications, including Schwab’s Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce.
Provide technical support to clients using the eMoney and Schwab Alliance client portals.
Assist the operations team with client administrative tasks.
Support senior and lead advisors as they work directly with clients.

Benefits

Professional development and long-term career advancement support.
Firm-paid education, certifications, and professional designations related to career growth.
Hybrid work opportunities.
Reduced summer hours.
Generous PTO policy.
401(k) with matching.
Company-paid health insurance options.
Competitive pay and benefits.
Health insurance.
Tuition reimbursement for qualified expenses.
Training, development, and long-term growth opportunities.