Senior Financial Planner
Avon, CTJobPosted 7mo agoSeen in employer's feed 4 days ago
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Job overview
Kestra Financial is hiring a Senior Financial Planner. Kestra Financial is seeking an experienced and highly skilled Senior Financial Planner to provide comprehensive financial planning and wealth management services. The role involves developing and implementing personalized financial plans for clients, ensuring their long-term financial success. The ideal candidate will possess deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning.
Key focus areas include Provide comprehensive financial planning and wealth management services and Work closely with clients to develop and implement personalized financial plans.
Successful candidates bring Bachelor's Degree In Finance, Bachelor's Degree In Business, and Bachelor's Degree In Accounting. Important skills include Financial Planning Strategies, Investment Management, Tax Efficiency, Estate Planning, Retirement Planning, and eMoney.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.
Requirements
Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).
Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.
Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.
Technical Skills:
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Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
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Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
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Experience with CRM systems (e.g., Salesforce) and portfolio management tools.
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.
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