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Paraplanner for Mission Financial Planners, LLC

Kestra Financial

San Antonio, TXJobPosted 7mo agoSeen in employer's feed 2 days ago

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At a glance

Compensation
No compensation found
Location
San Antonio, TX
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

CFP DesignationBachelor's degree

Job overview

Kestra Financial is hiring a Paraplanner for Mission Financial Planners, LLC. The Para Planner at Mission Financial Planners supports the financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. This role requires strong analytical skills to ensure clients receive tailored solutions aligned with their financial goals.

Key focus areas include Assist in the preparation, analysis, and presentation of financial plans for clients., Conduct in-depth research on financial products, investment strategies, and planning techniques., and Support the Financial Advisors in developing and maintaining client relationships..

Successful candidates bring Bachelor's Degree and 2-4 Years Financial Planning Experience. Important skills include Financial Planning Software, Analytical Skills, Problem-Solving Skills, Attention To Detail, Communication, and Manage Multiple Priorities.

Skills & qualifications

RequiredNice to have

Skills

Financial Planning SoftwareAnalytical SkillsProblem-Solving SkillsAttention to DetailCommunicationManage Multiple PrioritieseMoney

Qualifications

Bachelor's Degree2-4 Years Financial Planning ExperienceCFP DesignationProgress Toward CFP Certification

Full job description

As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.

Key Responsibilities:

  • Assist in the preparation, analysis, and presentation of financial plans for clients.

  • Conduct in-depth research on financial products, investment strategies, and planning techniques.

  • Support the Financial Advisors in developing and maintaining client relationships.

  • Gather client data, calculate financial metrics, and develop financial scenarios.

  • Prepare and organize meeting materials and documentation.

  • Stay current with financial regulations, market trends, and industry best practices.

Requirements

  • Bachelor’s degree

  • At least 2-4 years of experience in financial planning or related support roles.

  • Knowledge of financial planning software; familiarity with eMoney is a plus.

  • Strong analytical and problem-solving skills, with attention to detail.

  • Excellent communication skills, both written and verbal.

  • Ability to thrive in a fast-paced environment and manage multiple priorities.

  • CFP designation or progress toward certification is preferred.

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