Financial Advisor/Paraplanner
Kestra Financial Independent AdvisorPittsburgh, Pennsylvania, United States
Posted November 21, 2022
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche. The successful candidate is expected to be able to work independently and assist in multiple core business activities.
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
