Financial Planning Specialist
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Kestra Financial is hiring a Financial Planning Specialist. The Financial Planning Specialist will support financial planners by conducting in-depth financial analysis and preparing comprehensive financial plans. This role involves providing valuable insights to assist clients in achieving their financial goals, collaborating with advisors and clients to develop tailored strategies, and ensuring exceptional service and advice.
Key focus areas include Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations., Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies., and Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice..
Successful candidates bring Bachelor's In Finance Economics Or Related Field. Important skills include Financial Analysis, Budgeting, Market Trends, Financial Products, Regulatory Changes, and Analytical Skills.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
Key Responsibilities:
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Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations.
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Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
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Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
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Work collaboratively with team members to support client communications and ongoing relationship management.
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Assist in the development of educational materials and seminars for clients.
Requirements
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Bachelor’s degree in finance, economics, or a related field.
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Minimum of 3-5 years of experience in financial planning or a related advisory role.
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CFP certification or in progress is preferred.
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Strong analytical and problem-solving skills with a keen attention to detail.
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Excellent communication and interpersonal skills to build relationships with clients and team members.
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Proficient in financial planning software and Microsoft Office Suite.
Benefits
Competitive base salary with performance-based bonuses.
Comprehensive health, dental, and vision insurance.
401(k) plan with company match.
Professional development opportunities, including continuing education reimbursement.
A collaborative and client-focused work environment.
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