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Financial Advisor/Paraplanner

2 months ago

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

About the Role:

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 be responsible for providing exceptional financial planning and wealth management services to our clients.

Key Responsibilities:

  • Client Acquisition and Relationship Building: Identify and pursue new business opportunities, develop and maintain strong relationships with existing clients, and provide exceptional customer service to ensure client satisfaction and retention.
  • Financial Planning and Analysis: Conduct thorough financial analyses, develop and implement customized financial plans, and provide ongoing monitoring and adjustments to ensure clients' financial goals are met.
  • Investment and Insurance Services: Provide expert advice on investment and insurance products, including retirement planning, estate planning, and risk management strategies.
  • Business Development and Marketing: Participate in business development initiatives, including marketing and networking activities, to grow our client base and increase revenue.
  • Team Collaboration and Support: Work closely with our team to share knowledge, best practices, and resources to ensure seamless delivery of services to our clients.

Requirements:

  • Professional Certifications: Series 7, 66, 63 licenses, and State Insurance Licenses (Life, Accident & Health)
  • Education and Experience: 3+ years of experience as a financial advisor, with a strong background in financial planning, investment analysis, and client relationship management.
  • Skills and Knowledge: Proficiency in Emoney, Riskalyze, and Redtail software, as well as a strong understanding of the financial industry, products, regulations, and overall environment.

What We Offer:

  • Competitive Compensation: Commensurate with experience and book of business
  • Flexible Work Arrangements: Opportunity to work from home and enjoy a better work-life balance
  • Professional Development: Access to ongoing training and development opportunities to enhance your skills and knowledge