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Job description
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
Kestra Financial is seeking a new team member to join our Planning Group. Kestra's Planning Group, part of the Wealth Management Division, will provide centralized "insourced" planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.
What You'll Do:
Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
Gather, organize, and develop client data within a financial planning context
Prepare client financial plans and presentations for review by Advisors
Manage data entry and presentation development for client meetings that pertain to financial planning
Attend client meetings in a technical and supporting role
Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
Advisor relationship management support, including ongoing and regular advisor contact and communications
Track and cross reference planning data though internal systems
What You Bring: CFP certification required, or actively pursuing CFP designation (coursework completed)
Bachelor's Degree Preferred
3-10 years' experience in the finance industry preferred
Ability to operate efficiently while staying within operational requirements for a consistent client experience required
Strong attention to detail, process-driven, time management
Ability to multi-task, understand and execute on priorities
High self/ other awareness and working within a team
Leads with curiosity and desire to always be learning
Ability to spend large amounts of time on the micro, contributing to the macro- environment
Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software
Experience working with eMoney, MoneyGuide
Licenses, Registration: Series 7 preferred
Series 65 preferred
Internal Application Policy:
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.
Benefits to support you: 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
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website:
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Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Worksite address
austin, TX, 78716, US
Who can apply
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