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Senior Financial Planner

Kestra Financial Independent AdvisorAvon, CT
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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Benefits
Health Insurance
Dental Insurance
Vision Insurance

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:

  • Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
  • Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
  • 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.

Automate your job search with Sonara.

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FAQs About Senior Financial Planner 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.