Kestra Financial · 4 weeks ago
Paraplanner
Hamilton, New Jersey, United States
Full-time
Onsite
New Grad, Entry LevelKestra Financial is a financial services company, and they are seeking a Paraplanner to provide technical support for the Lead Advisors. The role involves data gathering, modeling, case design, scenario building, and assisting in client meetings.
BankingConsultingFinanceFinancial Services
Responsibilities
Support the Lead Advisors with analysis, client service, and technical assistance
Learn the technical aspects of the advisor position and prepare to service clients independently
Manage data and plans in financial planning software
Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
Analyze asset allocation and generate rebalancing trades
Research investment managers, services, products, and pricing
Understand and leverage the resources available at the Broker Dealer to the fullest extent
Develop Centers of Influences such as Community Involvement, CPA’s, and Attorneys etc
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Other duties as assigned
Qualification
Required
Support the Lead Advisors with analysis, client service, and technical assistance
Learn the technical aspects of the advisor position and prepare to service clients independently
Manage data and plans in financial planning software
Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
Analyze asset allocation and generate rebalancing trades
Research investment managers, services, products, and pricing
Understand and leverage the resources available at the Broker Dealer to the fullest extent
Develop Centers of Influences such as Community Involvement, CPA's, and Attorneys etc
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Other duties as assigned
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
Founded in 1996
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