Kestra Financial

Independent RIA and broker/dealer services platform

Paraplanner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeSan Antonio, TX, USA$50k - $90kIn-person

About the Job

Requirements

A bachelor's degree is required.
At least 2–4 years of experience in financial planning or related support roles is required.
Knowledge of financial planning software is required.
Strong analytical and problem-solving skills, with attention to detail, are required.
Excellent written and verbal communication skills are required.
Ability to thrive in a fast-paced environment and manage multiple priorities is required.

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 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.

Desired Qualifications

Familiarity with eMoney is a plus.
A CFP designation or progress toward certification is preferred.

Paraplanner for Mission Financial Planners, LLC

Kestra Financial Independent Advisor · San Antonio, United States · Full-time · Posted 2025-12-04

Salary: USD 50,000–90,000

Workplace: on_site

Department: Investments and Planning

Description

As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.

Key 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.

Requirements

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.
CFP designation or progress toward certification is preferred.

Apply

Apply at Kestra Financial Independent Advisor

About the Company

Kestra Financial

Independent RIA and broker/dealer services platform

Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.

Company size: 201-500
Company stage: IPO
Headquarters: Austin, TX
Founded: 1996

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