Senior Financial Planner

Kestra • Austin, TX

1d

About The Position

Kestra Financial is a wealth management platform that empowers independent financial professionals, including traditional and hybrid RIAs, to grow their businesses and deliver exceptional client service. The Senior Financial Planner serves as a critical support resource for approximately 1,450 financial advisors, assisting them with complex financial planning needs. This role involves leveraging technical expertise to construct comprehensive financial plans and identify strategic planning opportunities across various disciplines such as investment, tax, estate, retirement, and insurance. The position requires direct engagement with investors and financial advisors, demanding exceptional presentation skills to communicate recommendations effectively and foster collaborative relationships. Additionally, this role includes ownership over a variety of projects related to the Advanced Planning department.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field
• 7+ years of experience in financial planning
• CFP Required
• Motivated to improve processes and excited for the opportunity to build up the planning offering.
• In-depth knowledge of financial planning principles, including investment analysis, tax strategies, estate planning, retirement modeling, and risk management.
• Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney, RightCapital, Holistiplan, or similar tools) and advanced Excel modeling for scenario analysis and projections.
• Strong analytical and problem-solving skills to evaluate complex financial data and identify optimization opportunities.
• Exceptional presentation and communication skills, with the ability to articulate technical information clearly and persuasively to diverse audiences, including investors and advisors.
• Ability to build and maintain collaborative relationships with financial advisors and clients, demonstrating empathy, professionalism, and a client-centric approach.
• High attention to detail, organizational skills, and the capacity to manage multiple priorities in a fast-paced environment supporting a large advisor network.
• Previous experience managing people

Nice To Haves

• CPWA Preferred
• Experience working with High Net Worth clients (above $10M in net worth) preferred.
• Open to adopting new planning tools to enhance planning engagements

Responsibilities

• Responsibility for leading at least one other team member, including helping team members create a plan for their professional growth.
• Collaborate with financial advisors to gather client data, assess financial goals, and develop tailored financial plans using advanced modeling techniques and software tools.
• Analyze client financial situations to identify planning opportunities and risks across multiple disciplines, including investment strategies, tax optimization, estate planning, retirement income projections, and insurance coverage.
• Prepare and deliver high-impact presentations of financial plans and recommendations to investors, financial advisors, and other stakeholders, translating complex concepts into clear, actionable insights.
• Provide ongoing support and consultation to financial advisors on planning best practices, emerging trends, and customized solutions for their client base.
• Maintain up-to-date knowledge of financial planning regulations, market conditions, and industry developments to enhance advisory support.
• Document all planning activities, recommendations, and client interactions in accordance with firm policies and compliance requirements.
• Participate in writing and presenting educational content for advisors and their clients.
• Attend company sponsored conferences and events and actively engage with attendees.

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: Senior
• Number of Employees: 101-250 employees