Financial Advisor/Paraplanner

2 weeks ago


Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time
Job Opportunity

We are seeking a highly skilled and experienced Financial Advisor/Paraplanner to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities
  • Identify and pursue new business opportunities to grow your own book of business through value-added solutions and services.
  • Strengthen client relationships through proactive communication and tailored advice.
  • Conduct market research and product analysis to provide informed recommendations.
  • Analyze client data to develop comprehensive financial plans.
  • Conduct SWOT analysis to determine client overall financial health and provide actionable insights.
  • Develop and deliver customized client recommendations to drive financial growth.
  • Monitor and enhance our firm's social media marketing efforts to attract new clients.
  • Cultivate leads into clients through effective relationship-building and communication.
  • Assist in account-related paperwork and administrative tasks.
  • Help clients maximize or create their own employee benefits package.
  • Handle all Life and Disability Insurance Cases with expertise and care.
  • Become proficient in advanced college planning strategies to provide holistic financial solutions.
Requirements
  • Series 7, 66, 63 licenses.
  • State Insurance Licenses (Life, Accident & Health).
  • CFP designation is a plus.
  • Knowledge of Emoney, Riskalyze, and Redtail software is a plus.
  • At least 3 years of experience as a financial advisor.
  • Knowledge of the financial industry, products, regulations, and overall environment.
  • Own transferable book of business.
Benefits
  • Flexible pay structure (W-2, 1099, or hybrid).
  • Participation in Simple IRA Plan (W-2 employee).
  • Paid Time Off.
  • Work from home.
  • Access to professional development and training.
Compensation
  • Commensurate with experience and book of business.
  • Negotiable.
  • Performance-based.
  • Competitive payouts and revenue sharing.


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