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© All Rights Reserved. ApplyBlast.com
Kestra
This position is for a Paraplanner at U.S. Financial Services who supports Lead Advisors in delivering comprehensive financial planning and wealth management services. The role involves preparing client meeting materials, conducting financial research, and maintaining client data while serving as a pathway to becoming a CFP® professional. Ideal candidates are detail-oriented early-career individuals committed to pursuing industry certifications within a boutique wealth management firm.
Kestra is an open-source declarative data orchestration platform that lets teams build simpler, faster, scalable, and flexible workflows using a human-friendly declarative language. It provides tooling to design, run, schedule, and monitor data and automation pipelines with an extensible task library, web UI, and APIs for visibility and control. Built for reliability and scale, Kestra can be deployed in cloud-native environments and integrates with common data stores and services via plugins. Users choose Kestra for its declarative approach, reproducibility, and active open-source community.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Kestra.
Kestra didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role