# Paraplanner/Support Advisor

**Company:** [Kestra Financial Independent Advisor](http://jobs.workable.com/companies/cFi3oHSuLbBK6CmEsBiHMt.md)
**Location:** Sewickley, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Financial Services

[Apply for this job](http://jobs.workable.com/view/f60cd66a-91eb-4b3d-a012-c565cddd8cd7)

## Description

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development.

### Essential Duties and Responsibilities

-   Support Lead Advisor 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 generation rebalancing trades
-   Research investment managers, services, products and pricing
-   Understand and leverage the resources available at the Broker Dealer to the fullest extent
-   Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
-   Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc.
-   Other duties as assigned

 **Supervisory Responsibilities:** None

  
**Knowledge, Skills, and/or Abilities**

-   Expert computer skills (Outlook, Word, Excel and Power Point) are essential
-   Excellent communication skills, both verbally and in writing
-   Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
-   Ability to quickly mater tools of the industry – financial planning software, analytical tools and broker/dealer or custodian systems

### Education and/or Experience

-   Bachelor’s degree in finance, accounting or related field
-   The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
-   Previous experience in the independent financial services culture preferred

### Certificates, Licenses, Registration

-   Series 7 and 63 required
-   Series 65/66 preferred (or ability to obtain)
-   CFP or CIMA preferred