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Financial Advisor/Paraplanner

4 weeks ago


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

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