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Financial Advisory - Paraplanner
Kestra Holdings • Pittsburgh, PA1d
Paraplanner Jobs
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Financial Advisory - Paraplanner
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Financial Advisory - Paraplanner
Kestra Holdings•Pittsburgh, PA
About The Position
This position works with advisory teams to help manage client relationships and participate in wealth management activities, including financial planning, retirement planning, risk management, estate planning, insurance planning, business succession planning, and tax considerations. The role supports Coghill Investment Strategies’ mission to improve the lives of its clients and employees by delivering wealth and investment management solutions and service to client families. The Paraplanner gathers, organizes, and analyzes financial information; prepares and reviews financial plans and reports; evaluates planning scenarios; and supports client recommendations. The role also contributes to client onboarding, account maintenance, household reporting, and coordination with CPAs and other professional partners.
Requirements
- Bachelor’s degree (BA/BS) in a business-related major.
- At least 2 years of experience in the financial services industry.
- Enrollment in or willingness to pursue the Financial Paraplanner Qualified Professional (FPQP®) or Certified Financial Planner (CFP®) designation.
- Proficiency with Microsoft Office Suite, especially Microsoft Excel.
- Self-starter who is motivated, organized, and analytical.
- Ability to think independently while also working collaboratively as a team player.
- Strong interpersonal and communication skills, including the ability to build trusted relationships.
- Ability to think critically and process complex financial scenarios.
- Strong attention to detail and accuracy.
- Strong time-management and prioritization skills, including the ability to multitask and manage deadlines in a fast-paced environment.
- Openness and receptiveness to feedback and mentorship.
- Ability to use and leverage partner-firm resources.
- Desire for professional growth and a constant learning mindset.
Nice To Haves
- A concentration in Finance, Economics, or Personal Financial Planning.
- Experience with financial planning software, preferably MoneyGuidePro and eMoney.
Responsibilities
- Collect, organize, and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans.
- Review and analyze financial planning reports and draw logical conclusions based on sound economic and financial principles.
- Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen plan recommendations.
- Prepare personal net worth statements and financial summaries.
- Conduct risk assessment analysis using Riskalyze or similar software to support planning and investment recommendations.
- Ensure client assets are accurately tracked and entered into planning, reporting, and CRM software.
- Create consolidated household reports and net worth statements for upcoming client meetings.
- Support client onboarding and ongoing account maintenance in coordination with operations and advisory teams.
- Prepare reporting and forms for CPAs and other professional partners.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
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Frequently Asked Questions
Common questions about Paraplanner careers and jobs.
Based on current job postings on Teal, the average Paraplanner salary in the US is approximately $68,000 per year, with a typical range of $46,000 to $95,000.
