We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.
Requirements
Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).
Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.
Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.
Technical Skills:
Benefits
Competitive base salary with performance-based bonuses.
Comprehensive health, dental, and vision insurance.
401(k) plan with company match.
Professional development opportunities, including continuing education reimbursement.
A collaborative and client-focused work environment.
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
