Lead with Purpose. Partner with Impact. At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
- Assist advisors with the preparation and implementation of comprehensive financial plans
- Gather, input, and maintain client financial data across planning and portfolio systems
- Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
- Prepare client meeting materials, presentations, and follow-up action items
- Conduct financial research and scenario analysis as requested by advisors
- Participate in client meetings over time, with increasing responsibility as skills develop
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
- Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
- Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
- Exceptional attention to detail and analytical skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
