Financial Advisory - Junior Financial Planner

Kestra • Madison, WI

1d • Onsite

About The Position

Goldstein Advisors - Middleton, WI | Financial Planning | Retirement is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being. We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success.

Requirements

• Bachelor’s degree in finance, economics, business, or a related field.
• Certified Financial Planner (CFP®) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered.
• 2+ years of experience in financial planning, wealth management, or a client-facing advisory role.
• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
• Strong analytical skills
• Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles.
• Ability to work independently and collaboratively in a team-oriented environment.
• Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
• Series 65 license (or ability to obtain within 90 days of hire).

Nice To Haves

• 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.

Responsibilities

• Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication.
• Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly.
• Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors.
• Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional.
• Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners.
• Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies.
• Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions.
• Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed.
• Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans.
• Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations.
• Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance.
• Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning.
• Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery.
• Actively pursue professional development, including studying for certifications like the CFP® or Series 65, with firm support.
• Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills.

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