Financial Services Professional
4 days ago
About Kestra Financial Independent Advisor
Kestra Financial Independent Advisor is a leading provider of financial services, dedicated to helping clients achieve their financial goals. We are seeking a driven and motivated Financial Services Professional to join our team.
Key Responsibilities
- Develop customized financial plans to help clients achieve their financial objectives, including retirement planning, tax planning, and estate planning.
- Manage investment portfolios and monitor market trends and economic conditions to make informed investment decisions.
- Provide financial advice to clients on a wide range of issues, including investment strategies, risk management, and wealth accumulation.
- Actively participate in business development activities to build new client relationships and expand the Firm's network.
- Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues.
- Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions.
- Partner with other members of the Kestra Financial Independent Advisor team to ensure successful outcomes for clients.
Requirements
- Bachelor's degree in finance, accounting, economics, or a related field preferred but not required.
- Minimum of 2 years of experience in the financial industry.
- Certified Financial Planner (CFP) certification preferred but not required.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously.
- Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work.
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