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Financial Planning Associate

Kestra Financial Austin, TX

Austin, TX

Today

Full time Advisor Analytical Skills Client Relations

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Job Description

The Financial Planning Associate role supports Kestra Financial’s Planning Group by delivering centralized, insourced financial planning services for approximately 2,000 advisors across the United States. Based in Austin, TX, this position helps coordinate planning intake, build financial plans using planning technology, and support advisor-facing presentations.

Responsibilities

Maintain and expand working knowledge of planning software technology and fintech planning concepts
Collect, organize, and develop client data within a financial planning context
Prepare client financial plans and plan presentations for advisor review
Manage data entry and support presentation development for client meetings related to financial planning
Attend client meetings in a technical and supporting capacity
Analyze and research planning industry trends, intellectual capital, technological advances in the planning field, and some advanced planning topics
Provide advisor relationship management support, including ongoing and regular advisor contact and communications
Track and cross-reference planning data using internal systems

Required Qualifications

CFP certification required, or actively pursuing the CFP designation with coursework completed
Ability to operate efficiently while meeting operational requirements to deliver a consistent client experience
Strong attention to detail with a process-driven approach and effective time management
Ability to multi-task, understand priorities, and execute accordingly
High self and other awareness, with the ability to work effectively in a team environment
Curiosity and a continuous learning mindset
Capacity to spend substantial time on detailed, micro-level tasks while contributing to the broader environment
Proficiency in Microsoft Excel and Power Point, with the ability to quickly learn new software
Experience working with eMoney and MoneyGuide

Technologies

MoneyGuideElite
eMoney
MoneyGuide
Microsoft Excel
Power Point

Preferred Licenses and Registration

Series 7 preferred
Series 65 preferred

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Supportive, collaborative work environment committed to professional excellence
Opportunity to help clients navigate meaningful financial decisions with confidence
Training, development, and long-term growth opportunities within the firm
Tuition reimbursement for qualified expenses

Internal Application 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 of service in their current role unless approved by EVP

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