Financial Advisory - Financial & Tax Planning Specialist

Kestra • Madison, WI

18h

About The Position

Goldstein Advisors is seeking a detail-oriented and analytical Financial & Tax Planning Specialist to join their team. This entry-level role is a stepping stone to becoming a Financial Planner, focusing on collecting and analyzing financial data to support the development of comprehensive financial and tax plans. You will work closely with Financial Planners, leveraging data to create tailored strategies that help clients achieve their financial objectives. This position emphasizes technical proficiency, data analysis, and a commitment to delivering high-quality planning support.

Requirements

• Bachelor’s degree in finance, economics, business, or a related field.
• Desire and eligibility to pursue the Certified Financial Planner (CFP®) designation and Series 65 license.
• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
• Strong analytical skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Nice To Haves

• Candidates holding other financial-related designations/licenses such as a CPA will be strongly considered.

Responsibilities

• Gather comprehensive client financial data, including income, expenses, assets, liabilities, tax returns, investment accounts, and insurance policies.
• Conduct initial client interviews or follow-up communications to collect accurate and complete financial information, ensuring all relevant details are captured.
• Organize and input client data into financial planning software and CRM systems for analysis and plan development.
• Verify the accuracy of collected data by cross-referencing documents and resolving discrepancies with clients or senior planners.
• Research client-specific tax documents (e.g., W-2s, 1099s, K-1s) to identify relevant tax-related information for planning purposes.
• Analyze and exercise significant judgment regarding client financial data to identify trends, gaps, and opportunities for optimizing financial and tax strategies.
• Perform calculations related to cash flow, net worth, retirement projections, and tax liabilities to support plan development.
• Evaluate tax-related data to identify potential deductions, credits, or strategies (e.g., Roth conversions, charitable contributions) under senior planner guidance.
• Use financial planning tools to model scenarios, such as retirement income projections or tax-efficient investment strategies, to inform plan recommendations.
• Prepare detailed reports and visualizations (e.g., charts, graphs) to illustrate financial and tax planning outcomes for client presentations.
• Prepare client-facing materials, such as data summaries or plan drafts, to clearly communicate financial and tax planning insights.
• Assist in client meetings by presenting data-driven findings or answering basic questions about data inputs under senior planner supervision.
• Collaborate with senior planners and other team members to ensure seamless integration of data analysis into client deliverables.
• Maintain organized, accurate records of all client data and analyses in compliance with firm policies and regulatory standards.
• Exercise judgment and discretion regarding the creation of firm policies and procedures for our financial planning process.

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: Entry Level