Financial Planning Associate

Kestra • Orlando, FL

3d

About The Position

Lead with Purpose. Partner with Impact. The Financial Planning Associate will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
• Exceptional attention to detail and analytical skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and Word
• Ability to manage multiple tasks in a fast-paced, collaborative environment

Nice To Haves

• Familiarity with eMoney financial planning software

Responsibilities

• Assist advisors with the preparation and implementation of comprehensive financial plans
• Gather, input, and maintain client financial data across planning and portfolio systems
• Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
• Prepare client meeting materials, presentations, and follow-up action items
• Conduct financial research and scenario analysis as requested by advisors
• Participate in client meetings over time, with increasing responsibility as skills develop
• Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards

What This Job Offers

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