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Paraplanner / Support Advisor

Paraplanner / Support Advisor

Kestra Financial Independent AdvisorSewickley, PA, US
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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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    Advisor • Sewickley, PA, US

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