Financial Planning Specialist

7 days ago


Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

We are seeking a highly skilled Portfolio Trader to join our team at Kestra Financial Independent Advisor. Located in Fort Worth, TX, our comprehensive financial planning and investment firm focuses on helping families multiply, manage and enjoy wealth.

The successful candidate will serve in multiple roles including investment processing as well as planning assistance. This position requires high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development.

Key Responsibilities:

  • Support Lead Advisors of large books of business, managing client needs regarding service, asset allocation, case design and financial planning.
  • Prepare for and follow up on client meetings, assembling required paperwork, account reviews, report generation and meeting documentation.
  • Consult with clients on investment strategies based on individual financial and investment objectives, delivering advice and participating in client reviews.
  • Manage data and plans in financial planning software.
  • Learn the technical aspects of the advisor position and prepare to service clients independently.
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply.
  • Deepen client relationships and establish credibility and rapport both in person and via phone calls.
  • Clearly articulate complex concepts to customers.
  • Proactively communicate with clients and follow up on all contacts assigned.
  • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives.
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business.

Requirements:

  • Strong understanding of the financial services industry and diverse investment products.
  • Bachelor's degree (finance, accounting or related field preferred).
  • Three+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products.
  • Previous experience in the independent financial services culture is preferred.

Salary Information: The estimated salary range for this position is $60,000-$80,000 per year, depending on qualifications and experience.



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