Financial Advisory - Wealth Strategist
Kestra Financial, Alpharetta, GA, United States
Job Overview
As the Wealth Strategist with ClariVise Private Wealth, you will be an important part in helping our clients bring clarity to the client experience. You will help our team during the financial planning process, client presentations, and client reviews, while also performing due diligence on our proprietary investment portfolios.
Responsibilities
Gather and process client data during the planning process and data gathering meeting.
Enter information in eMoney planning software and run financial plan for team.
Assist team with making PowerPoint strategy presentations for client meetings.
Maintain client contact during the financial planning process. Answer questions and provide available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Review client information for client review meetings.
Help with investment research with product companies as it pertains to our model portfolios and changes/review each quarter.
Assist the Advisors in preparing for client meetings including agendas, illustrations, and presentations, and sending pre‑meeting email and post‑meeting follow‑up tasks and emails.
Communicate with Advisors and team members regarding work in progress.
Update client files in an organized and using established practices.
Assist Advisors with client communication and recommendations.
Participate in regular staff and financial planning meetings.
Continue to learn and integrate new financial planning concepts and software into client plans and presentations.
Help process financial transactions such as cashiering, and trades per advisor requests.
Follow rules and regulations as shared and required by the firm and FINRA.
Qualifications
Series 7 and 63 preferred but not required.
2 minimum years of experience.
Undergraduate Degree preferred.
Experience or strong interest in financial planning and wealth management.
Working knowledge of financial planning software (e.g., eMoney preferred).
Proficiency in PowerPoint and Excel for client‑facing and internal materials.
Strong organizational skills with high attention to detail and accuracy.
Professional communication skills for client and advisor interaction.
Ability to manage multiple tasks and deadlines in a fast‑paced environment.
Understanding of investment concepts and model portfolios (preferred).
Commitment to learning and applying new planning concepts, tools, and technology.
Familiarity with compliance standards and regulatory requirements (FINRA knowledge preferred).
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide).
401(k), health insurance, and a competitive benefits package.
Work in a supportive, collaborative environment committed to professional excellence.
Help clients navigate meaningful financial decisions with confidence.
Opportunities for training, development, and long‑term growth within the firm.
Tuition reimbursement for qualified expenses.
Equal Employment Opportunity Statement
You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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As the Wealth Strategist with ClariVise Private Wealth, you will be an important part in helping our clients bring clarity to the client experience. You will help our team during the financial planning process, client presentations, and client reviews, while also performing due diligence on our proprietary investment portfolios.
Responsibilities
Gather and process client data during the planning process and data gathering meeting.
Enter information in eMoney planning software and run financial plan for team.
Assist team with making PowerPoint strategy presentations for client meetings.
Maintain client contact during the financial planning process. Answer questions and provide available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Review client information for client review meetings.
Help with investment research with product companies as it pertains to our model portfolios and changes/review each quarter.
Assist the Advisors in preparing for client meetings including agendas, illustrations, and presentations, and sending pre‑meeting email and post‑meeting follow‑up tasks and emails.
Communicate with Advisors and team members regarding work in progress.
Update client files in an organized and using established practices.
Assist Advisors with client communication and recommendations.
Participate in regular staff and financial planning meetings.
Continue to learn and integrate new financial planning concepts and software into client plans and presentations.
Help process financial transactions such as cashiering, and trades per advisor requests.
Follow rules and regulations as shared and required by the firm and FINRA.
Qualifications
Series 7 and 63 preferred but not required.
2 minimum years of experience.
Undergraduate Degree preferred.
Experience or strong interest in financial planning and wealth management.
Working knowledge of financial planning software (e.g., eMoney preferred).
Proficiency in PowerPoint and Excel for client‑facing and internal materials.
Strong organizational skills with high attention to detail and accuracy.
Professional communication skills for client and advisor interaction.
Ability to manage multiple tasks and deadlines in a fast‑paced environment.
Understanding of investment concepts and model portfolios (preferred).
Commitment to learning and applying new planning concepts, tools, and technology.
Familiarity with compliance standards and regulatory requirements (FINRA knowledge preferred).
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide).
401(k), health insurance, and a competitive benefits package.
Work in a supportive, collaborative environment committed to professional excellence.
Help clients navigate meaningful financial decisions with confidence.
Opportunities for training, development, and long‑term growth within the firm.
Tuition reimbursement for qualified expenses.
Equal Employment Opportunity Statement
You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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