{"id":1684471,"url":"https://alion.io/job/kestra-financial-financial-planning-associate","title":"Financial Planning Associate","company":{"id":2139184,"name":"Kestra Financial","domain":"kestrafinancial.com","url":"https://alion.io/company/kestrafinancial","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":95,"open_postings":32,"ghost_share":0,"stale_share":0.219,"repost_share":0,"time_to_fill_p50_days":54,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":61000,"max_usd":126000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1839},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-18T08:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-11-04T04:23:01Z","board_verified":true,"closed_at":null,"days_open":46,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":45},"description":"Lead with Purpose. Partner with Impact. \nKestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.\nWhat You’ll Do: \nMaintain and grow depth of knowledge within planning software technology and fintech planning concepts\nGather, organize, and develop client data within a financial planning context\nPrepare client financial plans and presentations for review by Advisors\nManage data entry and presentation development for client meetings that pertain to financial planning\nAttend client meetings in a technical and supporting role\nAnalyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning\nAdvisor relationship management support, including ongoing and regular advisor contact and communications\nTrack and cross reference planning data though internal systems\n\nWhat You Bring: \nCFP certification required, or actively pursuing CFP designation (coursework completed)\nBachelor’s Degree Preferred\n3-10 years’ experience in the finance industry preferred\nAbility to operate efficiently while staying within operational requirements for a consistent client experience required\nStrong attention to detail, process-driven, time management\nAbility to multi-task, understand and execute on priorities\nHigh self/ other awareness and working within a team\nLeads with curiosity and desire to always be learning\nAbility to spend large amounts of time on the micro, contributing to the macro- environment\nProficiency with Microsoft Excel and Power Point and ability to quickly learn new software\nExperience working with eMoney, MoneyGuide\n\nLicenses, Registration:\nSeries 7 preferred\nSeries 65 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