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Strategic Financial & Tax Planner
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-18
Listing for:
Bluespring Wealth Partners, LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Kestra Financial, Inc. is seeking a data collection and analysis associate to support financial planning and tax strategies. You will gather client data, perform analysis, and prepare reports under senior planners’ guidance.
This role emphasizes accuracy, fiduciary responsibility, and client-focused service. Ideal candidates hold a finance-related degree and pursue CFP designation, with strong communication and teamwork skills.
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