Kestra Financial
Paraplanner for Mission Financial Planners, LLC
Kestra Financial, San Antonio, Texas, United States, 78208
Paraplanner for Mission Financial Planners, LLC
1 week ago Be among the first 25 applicants
This range is provided by Kestra Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $50,000.00/yr - $90,000.00/yr
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
Seniority level
Associate
Employment type
Full‑time
Job function
IT Services and IT Consulting
Referrals increase your chances of interviewing at Kestra Financial by 2x
#J-18808-Ljbffr
This range is provided by Kestra Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $50,000.00/yr - $90,000.00/yr
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
Seniority level
Associate
Employment type
Full‑time
Job function
IT Services and IT Consulting
Referrals increase your chances of interviewing at Kestra Financial by 2x
#J-18808-Ljbffr