Financial Planning Professional
5 days ago
We are seeking an experienced Financial Planning Professional to join our team at Kestra Financial Independent Advisor. Our goal is to provide comprehensive financial services to our clients and help them achieve their objectives.
Key Responsibilities:
- Participate in client meetings, prepare agendas, and follow up on action items to ensure client needs are met.
- Actively participate in the development and implementation of financial plans.
- Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
- Research and analyze investment opportunities, provide market insights to advisors and clients.
- Build and maintain strong relationships with clients and act as a point of contact.
- Monitor and review client accounts, ensure that they are aligned with their financial objectives.
- Stay up-to-date on industry trends and best practices and share this knowledge with the team.
Requirements:
- Bachelor's degree in finance, business, or a related field.
- Desire to earn CFP designation in 2-3 years.
- A minimum of 2 years of experience in the financial services industry.
- Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
- Strong knowledge of financial products, markets, and procedures.
- Excellent communication and interpersonal skills.
- Detail-oriented and able to multi-task in a fast-paced environment.
- A passion for helping clients achieve their financial goals.
What We Offer:
- An estimated salary of $75,000 - $95,000 depending on experience, with bonus potential.
- Comprehensive retirement plan with company match.
- Unlimited vacation time.
- Health insurance offered.
- Disability coverage.
- Educational allowance for pursuing CFP designation.
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