Paraplanner / Support Advisor
Kestra Financial Independent AdvisorSewickley, PA, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionExpert 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 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 Series 7 and 63 required Series 65 / 66 preferred (or ability to obtain) CFP or CIMA preferred
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
Education and / or Experience
Certificates, Licenses, Registration
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Advisor • Sewickley, PA, US
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