Financial Planner

3 weeks ago

Austin, United States Kestra Holdings Full time
ABOUT US:

Come join the dynamic team at Kestra Financial Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

Kestra Financial is seeking a new team member to join our Planning Group, a valuable competence center within Kestra. The Planning Group, part of the Wealth Management Division, will provide centralized outsourced planning for approximately 1500 advisors nationally at Kestra and Bluespring. This role will serve as an analyst to the team and work closely with Financial Professionals in gathering data, creating, editing, and delivering financial plans to advisors. The analyst will work to provide research on planning specific projects for our clients, assist with intellectual capital, thought leadership, and most importantly, contribute to the planning culture and community at Kestra.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The Analyst can expect to focus in the following areas:
  • 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, supporting and learning role
  • Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
  • Client relationship management support, including ongoing and regular client contact and communications
  • Track and cross reference planning data though internal systems
KNOWLEDGE, SKILLS, AND/OR ABILITIES

Qualified applicants will have the following attributes:
  • 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, or other planning software preferred
SUPERVISORY RESPONSIBLITIES:None

EDUCATION AND/OR EXPERIENCE:
  • Bachelor's Degree
  • 1-3 years' experience in the finance industry preferred
CERTIFICATES, LICENSES, REGISTRATION:
  • Required: CFP education component completed
  • Preferred: CFP designation
  • Series 7 preferred
  • Series 65 preferred
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Ability to sit at a computer for long periods of time.
LOCATION: AUSTIN IN OFFICE

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

INTERNAL APPLICANT 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:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

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.


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.

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