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Financial Services Professional

2 months ago


Cranbury New Jersey, United States Kestra Financial Independent Advisor Full time

Kestra Financial Independent Advisor is seeking a skilled Financial Advisor to help clients achieve their financial goals. The ideal candidate will have a strong passion for the financial industry and a desire to provide exceptional client service. Key responsibilities include developing customized financial plans, managing investment portfolios, and providing financial advice on a wide range of issues. The successful candidate will also be responsible for actively participating in business development activities, delivering exceptional client service, and staying abreast of industry trends. Requirements include a bachelor's degree in finance, accounting, economics, or a related field, and a minimum of 2 years of experience in the financial industry. Certified Financial Planner (CFP) certification is preferred but not required. The ideal candidate will possess excellent communication and interpersonal skills, strong analytical and problem-solving skills, and the ability to work in a fast-paced, dynamic environment.