Paraplanner for Mission Financial Planners, LLC
Kestra Financial Independent AdvisorSan Antonio, TX
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Overview
Schedule
Full-time
Career level
Senior-level
Benefits
Career Development
Job Description
As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.
Key Responsibilities:
- Assist in the preparation, analysis, and presentation of financial plans for clients.
- Conduct in-depth research on financial products, investment strategies, and planning techniques.
- Support the Financial Advisors in developing and maintaining client relationships.
- Gather client data, calculate financial metrics, and develop financial scenarios.
- Prepare and organize meeting materials and documentation.
- Stay current with financial regulations, market trends, and industry best practices.
Requirements
- Bachelor’s degree
- At least 2-4 years of experience in financial planning or related support roles.
- Knowledge of financial planning software; familiarity with eMoney is a plus.
- Strong analytical and problem-solving skills, with attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to thrive in a fast-paced environment and manage multiple priorities.
- CFP designation or progress toward certification is preferred.
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FAQs About Paraplanner for Mission Financial Planners, LLC 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 San Antonio, TX, 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 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.