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Financial Advisor/Paraplanner
4 weeks ago
We are seeking a highly motivated and experienced Financial Advisor to join our team at Kestra Financial Independent Advisor. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients
- Conduct financial needs analysis and provide investment recommendations
- Manage client relationships and communicate effectively with clients and colleagues
- Stay up-to-date with industry trends and regulatory changes
- Collaborate with other professionals to provide holistic financial solutions
Requirements
- Series 7, 66, 63 licenses
- State Insurance Licenses (Life, Accident & Health)
- CFP designation is a plus
- Knowledge of Emoney, Riskalyze and Redtail software is a plus
- 3+ years experience as a financial advisor
- Knowledge of the financial industry, products, regulations, and overall environment
Benefits
- Flexible pay structure (W-2, 1099 or hybrid)
- Participation in Simple IRA Plan (W-2 employee)
- Paid Time Off
- Work from home
- Access to professional development and training
Compensation
- Commensurate with experience and book of business
- Negotiable
- Performance based
- Competitive payouts and revenue sharing