Financial Advisory - Paraplanner

Lead with Purpose. Partner with Impact.This position is primarily responsible for working with the advisory teams to help manage client relationships and actively participate in all areas of wealth management. This may encompass the following areas: financial planning, retirement planning, risk management, estate planning, insurance planning, business succession planning and tax considerations.

Vision

The mission of Coghill Investment Strategies is to improve the lives of our clients and our employees. We deliver by living our core values every day and keeping the firm’s core focus at the center of everything we do.

Core Focus:

Delivering superior wealth & investment management solutions and indispensable service to our client families.

Values:

Empathy, Intellectual Curiosity, Responsiveness, Agility, We Before Me

What you’ll Do: :

• Collect, organize and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans
• Review and analyze financial planning reports, drawing logical conclusions based on sound economic and financial principles
• Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen overall plan recommendations
• Prepare personal net worth statements and financial summaries
• Conduct risk assessment analysis via Riskalyze or similar software to support appropriate planning and investment recommendations
• Ensure all client assets are accurately tracked and input into planning, reporting and CRM software
• Create consolidated household reports and net worth statements for upcoming client meetings
  
  

Operational Support

• Support client onboarding and ongoing account maintenance in coordination with operations and advisory teams
• Prepare reporting and forms for CPAs and other professional partners
  
  

What You Bring: 

• Bachelor’s degree (BA/BS) in business-related major; a concentration of Finance, Economics and Personal Financial Planning is preferred
• 2 years of experience in the financial services industry
• Enrollment in or willingness to pursue the Financial Paraplanner Qualified Professional (FPQP®) or Certified Financial Planner (CFP®) designation
• Proficiency with Microsoft Office Suite with an emphasis on Microsoft Excel
• Experience with financial planning software, preferably Money Guide Pro and eMoney
• Candidate must be a self-starter who is motivated, organized, and analytical
• Ability to think independently, while also a collaborative team player
• Strong interpersonal and communication skills with the ability to build trusted relationships
• Ability to think critically and process complex financial scenarios
• Strong attention to detail and accuracy
• Strong time management and prioritization skills – ability to multi-task and manage deadlines in a fast-paced environment
• Open and receptive to feedback and mentorship
• Ability to utilize and leverage partner firm resources
• Desire for professional growth and a constant learning mindset
  
  

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 service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. 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 Kestra Financial 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. Kestra Financial prohibits any such discrimination or harassment.