Senior Financial Planner
Kestra Financial Independent AdvisorConnecticut, United States
Posted January 31, 2025
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
We are seeking an experienced and highly skilled Senior Financial Planner to join our team, providing comprehensive financial planning and wealth management services to clients.
Requirements
- Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred)
- Certified Financial Planner (CFP) certification required, CFA, CPA, or other relevant designations a plus
- Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles
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
