Financial Planning Specialist

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights to clients.

Requirements

• Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations.
• Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
• Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
• Work collaboratively with team members to support client communications and ongoing relationship management.
• Assist in the development of educational materials and seminars for clients.

Benefits

• Competitive base salary with performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company match.
• Professional development opportunities, including continuing education reimbursement.
• A collaborative and client-focused work environment.