Paraplanner
Kestra Financial Independent AdvisorNew Jersey, United States
Posted December 22, 2025
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
The Paraplanner reports to the Lead Advisor and provides technical support for analysis, client service, and technical assistance, responsible for data gathering, modeling, and plan development.
Requirements
- Support the Lead Advisors with analysis, client service, and technical assistance
- Manage data and plans in financial planning software
- Analyze asset allocation and generate rebalancing trades
- Research investment managers, services, products, and pricing
Benefits
- 401k Matching
