Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
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Advanced computer skills, strong time management, excellent communication, and previous experience in insurance or benefits
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Bachelor's degree, 5+ years of experience in financial services, leadership and problem-solving skills
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2+ years of sales experience, strong communication skills, and ability to manage deadlines
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Excellent communication skills, time management, and attention to detail required
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Bachelor's degree, 7-10 years of experience, CFP certification required
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Bachelor's degree, 3+ years administrative experience. Financial services experience is a plus. Proficiency in CRM & office productivity tools needed
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Bachelor’s degree, 3 years or more experience in financial services, excellent written and oral communication skills
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