Paraplanner/Support Advisor
Kestra Financial Independent AdvisorSewickley, PA
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Overview
Schedule
Full-time
Career level
Senior-level
Benefits
Career Development
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.
Essential Duties and Responsibilities
- 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
- Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
- 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
Supervisory Responsibilities: None
Knowledge, Skills, and/or Abilities
- Expert computer skills (Outlook, Word, Excel and Power Point) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to quickly mater tools of the industry – financial planning software, analytical tools and broker/dealer or custodian systems
Education and/or Experience
- Bachelor’s degree in finance, accounting or related field
- The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
- Series 7 and 63 required
- Series 65/66 preferred (or ability to obtain)
- CFP or CIMA preferred
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FAQs About Paraplanner/Support Advisor Jobs at Kestra Financial Independent Advisor
What is the work location for this position at Kestra Financial Independent Advisor?
This job at Kestra Financial Independent Advisor is located in Sewickley, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Kestra Financial Independent Advisor?
Employer has not shared pay details for this role.
What employment applies to this position at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor lists this role as a Full-time position.
What experience level is required for this role at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Kestra Financial Independent Advisor for this role?
Kestra Financial Independent Advisor offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Kestra Financial Independent Advisor?
You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.