CFP-Driven Financial Planning Analyst
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Kestra Financial in Austin, TX is seeking a Planning Analyst to join the Planning Group. You will support centralized, insourced financial planning for thousands of advisors, gathering client data, preparing plans, and presenting results.
The role emphasizes planning software proficiency (Money Guide Elite , eMoney), attention to detail, and collaboration with advisors. CFP certification or pursuit, plus 3–10 years in finance, are valued, with opportunities for training and growth.
This role, CFP-Driven Financial Planning Analyst at Kestra Financial, could be your next move.
Step into the CFP-Driven Financial Planning Analyst role at Kestra Financial in Austin, TX, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Austin, TX, United States.
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