Kestra Financial · 3 months ago
Senior Financial Planner
Tempe, AZ
Full-time
Onsite
Mid, Senior Level
3+ years expKestra Financial is a leading independent advisor platform that empowers financial professionals to provide superior client service. The Senior Financial Planner plays a crucial role in supporting financial advisors by constructing comprehensive financial plans and identifying strategic planning opportunities across various disciplines. This position requires strong engagement with both investors and advisors, along with exceptional presentation skills to communicate complex recommendations effectively.
BankingConsultingFinanceFinancial Services
Responsibilities
Collaborate with financial advisors to gather client data, assess financial goals, and develop tailored financial plans using advanced modeling techniques and software tools
Analyze client financial situations to identify planning opportunities and risks across multiple disciplines, including investment strategies, tax optimization, estate planning, retirement income projections, and insurance coverage
Prepare and deliver high-impact presentations of financial plans and recommendations to investors, financial advisors, and other stakeholders, translating complex concepts into clear, actionable insights
Provide ongoing support and consultation to financial advisors on planning best practices, emerging trends, and customized solutions for their client base
Maintain up-to-date knowledge of financial planning regulations, market conditions, and industry developments to enhance advisory support
Document all planning activities, recommendations, and client interactions in accordance with firm policies and compliance requirements
Qualification
Required
In-depth knowledge of financial planning principles, including investment analysis, tax strategies, estate planning, retirement modeling, and risk management
Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney, RightCapital, or similar tools) and advanced Excel modeling for scenario analysis and projections
Strong analytical and problem-solving skills to evaluate complex financial data and identify optimization opportunities
Exceptional presentation and communication skills, with the ability to articulate technical information clearly and persuasively to diverse audiences, including investors and advisors
Ability to build and maintain collaborative relationships with financial advisors and clients, demonstrating empathy, professionalism, and a client-centric approach
High attention to detail, organizational skills, and the capacity to manage multiple priorities in a fast-paced environment supporting a large advisor network
Bachelor's degree in Finance, Economics, Business, or a related field
CFP Required
3+ years of experience in financial planning
Preferred
CPWA Preferred
Benefits
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase