Paraplanner for Mission Financial Planners, LLC jobs in United States
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Kestra Financial · 1 month ago

Paraplanner for Mission Financial Planners, LLC

positionSan Antonio, TX
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$50K/yr - $90K/yr
date2+ years exp

Kestra Financial is a company that provides financial advisory services, and they are seeking a Para Planner to support their financial advisory team. The role involves preparing comprehensive financial plans, conducting research, and assisting with client management to ensure tailored solutions for clients' financial goals.

BankingConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Assist in the preparation, analysis, and presentation of financial plans for clients
Conduct in-depth research on financial products, investment strategies, and planning techniques
Support the Financial Advisors in developing and maintaining client relationships
Gather client data, calculate financial metrics, and develop financial scenarios
Prepare and organize meeting materials and documentation
Stay current with financial regulations, market trends, and industry best practices

Qualification

Financial planning softwareCFP designationAnalytical skillsCommunication skillsClient managementResearch skillsProblem-solving skillsAttention to detail

Required

Bachelor's degree
At least 2-4 years of experience in financial planning or related support roles
Knowledge of financial planning software; familiarity with eMoney is a plus
Strong analytical and problem-solving skills, with attention to detail
Excellent communication skills, both written and verbal
Ability to thrive in a fast-paced environment and manage multiple priorities

Preferred

CFP designation or progress toward certification

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