Financial Services Professional

4 days ago


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

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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