Paraplanner/Support Advisor

Kestra Financial • Sewickley, PA • 4d ago

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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