Financial Planning Specialist
About this role
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
Key Responsibilities:
- Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations.
- Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
- Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
- Work collaboratively with team members to support client communications and ongoing relationship management.
- Assist in the development of educational materials and seminars for clients.
- Bachelor’s degree in finance, economics, or a related field.
- Minimum of 3-5 years of experience in financial planning or a related advisory role.
- CFP certification or in progress is preferred.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Excellent communication and interpersonal skills to build relationships with clients and team members.
- Proficient in financial planning software and Microsoft Office Suite.
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.
Company at a glance
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.
Top Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Plan With Company Match
- Professional Development Opportunities
- Continuing Education Reimbursement
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