Paraplanner/Support Advisor
Kestra Financial Independent AdvisorPennsylvania, United States
Posted May 16, 2025
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development.
Requirements
- Support Lead Advisor with analysis, client service, and technical assistance
- Learn the technical aspects of the Advisor position and prepare to service clients independently
- Manage data and plans in financial planning software
- Analyze asset allocation and generation rebalancing trades
- Research investment managers, services, products and pricing
- Understand and leverage the resources available at the Broker Dealer to the fullest extent
- Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
- Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc.
- Other duties as assigned
Benefits
- 401k Matching
- Retirement Plan
- Generous Paid Time Off
