Financial & Tax Planning Specialist

19 hours ago

Madison, WI, United States Kestra Holdings Full time
About Us:

Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.

Job Summary:

We are seeking a detail-oriented and analytical Financial & Tax Planning Specialist to join our team. This entry-level role is a stepping stone to becoming a Financial Planner, focusing on collecting and analyzing financial data to support the development of comprehensive financial and tax plans. You will work closely with our Financial Planners, leveraging data to create tailored strategies that help clients achieve their financial objectives. This position emphasizes technical proficiency, data analysis, and a commitment to delivering high-quality planning support.

Key Responsibilities:

Data Collection for Financial and Tax Planning:
  • Gather comprehensive client financial data, including income, expenses, assets, liabilities, tax returns, investment accounts, and insurance policies.
  • Conduct initial client interviews or follow-up communications to collect accurate and complete financial information, ensuring all relevant details are captured.
  • Organize and input client data into financial planning software and CRM systems for analysis and plan development.
  • Verify the accuracy of collected data by cross-referencing documents and resolving discrepancies with clients or senior planners.
  • Research client-specific tax documents (e.g., W-2s, 1099s, K-1s) to identify relevant tax-related information for planning purposes.
Data Analysis for Financial and Tax Plans:
  • Analyze and exercise significant judgment regarding client financial data to identify trends, gaps, and opportunities for optimizing financial and tax strategies.
  • Perform calculations related to cash flow, net worth, retirement projections, and tax liabilities to support plan development.
  • Evaluate tax-related data to identify potential deductions, credits, or strategies (e.g., Roth conversions, charitable contributions) under senior planner guidance.
  • Use financial planning tools to model scenarios, such as retirement income projections or tax-efficient investment strategies, to inform plan recommendations.
  • Prepare detailed reports and visualizations (e.g., charts, graphs) to illustrate financial and tax planning outcomes for client presentations.
Client and Team Support:
  • Prepare client-facing materials, such as data summaries or plan drafts, to clearly communicate financial and tax planning insights.
  • Assist in client meetings by presenting data-driven findings or answering basic questions about data inputs under senior planner supervision.
  • Collaborate with senior planners and other team members to ensure seamless integration of data analysis into client deliverables.
  • Maintain organized, accurate records of all client data and analyses in compliance with firm policies and regulatory standards.
  • Exercise judgment and discretion regarding the creation of firm policies and procedures for our financial planning process.
Qualifications:
  • Bachelor's degree in finance, economics, business, or a related field.
  • Desire and eligibility to pursue the Certified Financial Planner (CFP®) designation and Series 65 license. Candidates holding other financial-related designations/licenses such as a CPA will be strongly considered.
  • Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
  • Strong analytical skills.
  • Ability to work independently and collaboratively in a team-oriented environment.
  • Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
Why Join Us?
  • Opportunity to make a meaningful impact on clients' lives through personalized financial planning.
  • Collaborative, supportive team environment with a focus on professional growth and development.
  • Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.).
  • A desire to work in-person with a phenomenal team of like-minded individuals.
  • Access to cutting-edge tools, resources, and ongoing training to enhance your expertise.
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 Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners 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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