Financial Advisor/Paraplanner jobs in United States
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Kestra Financial · 4 months ago

Financial Advisor/Paraplanner

positionPittsburgh, PA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Kestra Financial is an independent firm focused on helping Gen X clients with their financial planning needs. They are seeking a full-time experienced Financial Advisor/Paraplanner to grow their own book of business and assist clients with customized financial solutions, particularly in advanced college planning strategies.

BankingConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services
Strengthen client relationships though proactive communication
Perform market research and product analysis
Analyzing client data
Conduct SWOT analysis to determine client overall financial health
Develop and deliver customized client recommendations
Monitor firm's social media marketing efforts
Cultivate leads into clients
Assist in account related paperwork
Help clients maximize or create their own "employee benefits package"
Handle all Life and Disability Insurance Cases
Become proficient in advanced college planning strategies

Qualification

Series 7 licenseSeries 66 licenseState Insurance LicensesCFP designationEmoney softwareRiskalyze softwareRedtail softwareFinancial industry knowledgeClient relationship managementMarket researchSWOT analysisCustomized recommendationsLead cultivationLife Insurance knowledgeDisability Insurance knowledgeAdvanced college planning

Required

Series 7, 66, 63 licenses
State Insurance Licenses (Life, Accident & Health)
3+ years experience as a financial advisor
Knowledge of the financial industry, products, regulations, and overall environment
Own transferable book of business

Preferred

CFP® designation is a plus
Knowledge of Emoney, Riskalyze and Redtail software is a plus

Benefits

Flexible pay structure (W-2, 1099 or hybrid)
Participation in Simple IRA Plan (W-2 employee)
Paid Time Off
Work from home
Access to professional development and training

Company

Kestra Financial

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Kestra Financial provides a leading independent advisor platform.
dateFounded in 1996
location
Austin, Texas, USA
people-size201-500 employees
web-link
http://www.kestrafinancial.com/

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 Stage
Total Funding
unknown
2019-02-25Acquired

Leadership Team

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Joel Bennett
CFO
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Kris Chester
Executive Vice President + Chief Operating Officer
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Recent News

Business Wire
Grandview Partners Joins Kestra Financial’s Advisor Community
2025-11-20
Business Wire
Bluespring Wealth Partners Acquires $1.41B Signature Wealth
2025-11-04
Pulse 2.0
Kestra Onboards $866 Million Firm Ascend Private Wealth Partners
2025-10-27
Company data provided by crunchbase