Wealth Management Consultant

2 months ago

Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time
Position Overview

Dear Financial Professional,

Do you often feel undervalued in your current role?

Are your innovative ideas overlooked?

Are you weary of enriching your employers while your own potential remains untapped?

Do you feel like just another number in a vast organization?

Are you looking to stand out in your field?

Do you wish to express your creativity in your work?

Have you thought about specializing in a growing sector?

Are you seeking improved work-life balance and flexibility?

Is your passion for the financial markets driving you?

Would the option to work remotely enhance your lifestyle?

Do you possess a client base or practice that you are eager to expand?

These were the thoughts that motivated me to establish Kestra Financial Independent Advisor. I decided it was time for a change. I am presenting you with the opportunity I wished I had. This is a distinctive role, free from corporate constraints, allowing you to flourish and assist your clients in achieving their goals. Our firm is designed to be independent, minimizing conflicts of interest and encouraging innovation. I have created a method to support Generation X in achieving their financial objectives. They face numerous competing priorities and have a variety of planning needs, yet few advisors cater to them. It's astonishing. A primary concern is balancing retirement savings with funding their children's education. Our unique advantage lies in advanced college planning, which enables families to optimize financial aid and select the most suitable educational institutions at the best price. There are already plenty of advisors focused on retirees. Explore this emerging niche with significant future prospects. Generation X requires our expertise. If this resonates with you, please continue reading.

Key Responsibilities

  • Identify and engage new prospects to build your own client portfolio through value-added services
  • Enhance client relationships through proactive outreach
  • Conduct market research and product evaluations
  • Analyze client data for informed decision-making
  • Perform SWOT analysis to assess clients' overall financial health
  • Craft and present tailored client recommendations
  • Oversee the firm's social media marketing initiatives
  • Transform leads into loyal clients
  • Assist with account-related documentation
  • Support clients in maximizing or developing their own benefits packages
  • Manage all Life and Disability Insurance cases
  • Achieve proficiency in advanced college planning techniques

Qualifications

Kestra Financial Independent Advisor is in search of a full-time, seasoned financial advisor to help broaden its market presence in a promising niche. The ideal candidate should be capable of working autonomously and contributing to various core business functions.

Requirements

  • Possession of Series 7, 66, and 63 licenses
  • State Insurance Licenses (Life, Accident & Health)
  • CFP designation is advantageous
  • Familiarity with Emoney, Riskalyze, and Redtail software is beneficial
  • A minimum of 3 years of experience as a financial advisor
  • Comprehensive knowledge of the financial sector, products, regulations, and overall landscape
  • A transferable book of business is essential

Benefits

  • Flexible compensation structure (W-2, 1099, or hybrid)
  • Participation in a Simple IRA Plan (for W-2 employees)
  • Paid Time Off
  • Remote work options
  • Access to professional development and training opportunities

Compensation

  • Based on experience and client portfolio
  • Negotiable terms
  • Performance-driven compensation
  • Competitive commission and revenue-sharing arrangements

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