Senior Financial Consultant

4 weeks ago


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

h3Job Description/h3pKestra Financial Independent Advisor is seeking a highly skilled Financial Advisor to help clients achieve their financial goals. As a Financial Advisor, you will be responsible for developing customized financial plans, managing investment portfolios, and providing financial advice to clients on a wide range of issues./ph4Key Responsibilities/h4ulliDevelop comprehensive financial plans to help clients achieve their financial objectives/liliManage investment portfolios and stay up-to-date on market trends and economic conditions/liliProvide expert financial advice to clients on topics such as retirement planning, tax planning, and estate planning/liliCollaborate with other members of the Kestra Financial Independent Advisor team to ensure successful outcomes for clients/li/ulh4Requirements/h4ulliBachelor's degree in finance, accounting, economics, or a related field preferred but not required/liliMinimum of 2 years of experience in the financial industry/liliCertified Financial Planner (CFP) certification preferred but not required/liliExcellent communication and interpersonal skills/liliStrong analytical and problem-solving skills/liliAbility to work in a fast-paced, dynamic environment and manage multiple projects simultaneously/li/ulpWe offer a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development./p



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