Financial Planning Specialist

Kestra Financial Independent AdvisorAvon, CT

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Overview

Schedule

Full-time

Career level

Senior-level

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

Key Responsibilities:

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.

Requirements

Bachelor’s degree in finance, economics, or a related field.
Minimum of 3-5 years of experience in financial planning or a related advisory role.
CFP certification or in progress is preferred.
Strong analytical and problem-solving skills with a keen attention to detail.
Excellent communication and interpersonal skills to build relationships with clients and team members.
Proficient in financial planning software and Microsoft Office Suite.

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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FAQs About Financial Planning Specialist Jobs at Kestra Financial Independent Advisor

What is the work location for this position at Kestra Financial Independent Advisor?

This job at Kestra Financial Independent Advisor is located in Avon, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Kestra Financial Independent Advisor?

Employer has not shared pay details for this role.

What employment applies to this position at Kestra Financial Independent Advisor?

Kestra Financial Independent Advisor lists this role as a Full-time position.

What experience level is required for this role at Kestra Financial Independent Advisor?

Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Kestra Financial Independent Advisor?

You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.