Associate Advisor - Catalyst Retirement Advisors
Kestra Financial Independent Advisor(2 years ago)
About this role
An Associate Advisor at Catalyst Retirement Advisors is an early-career financial professional who supports the delivery of retirement and comprehensive financial planning services to clients. The role is designed to develop advisory expertise and progress toward CFP certification while working within a client-focused team. It is a client-facing position that contributes to long-term financial outcomes for individuals and families.
Required Skills
- Financial Planning
- Client Meetings
- Investment Research
- Data Analysis
- Account Monitoring
- Relationship Management
- Communication
- Multitasking
- Series Licenses
Qualifications
- Bachelor's Degree in Finance or Business
- Desire To Earn CFP (2-3 Years)
- Series 7
- Series 63
- Series 65
About Kestra Financial Independent Advisor
facebook.comFacebook is a leading social media platform that allows users to connect and share with friends, family, and communities around the world. Through features such as posts, messaging, and content sharing, it fosters virtual interactions and social networking. Facebook also serves businesses and organizations by offering advertising solutions, tools for community engagement, and integration with e-commerce functionalities. With its expansive user base, Facebook plays a significant role in shaping social dynamics and digital communication globally.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Kestra Financial Independent Advisor
Client Service Associate - Symphony Wealth Group
Kestra Financial Independent Advisor(8 months ago)
Associate Financial Advisor - Bergenn Financial Group
Kestra Financial Independent Advisor(8 months ago)
Paraplanner/Support Advisor
Kestra Financial Independent Advisor(8 months ago)
Associate/Support Advisor
Kestra Financial Independent Advisor(8 months ago)
Similar Jobs
Associate Advisor
Allworth Financial(1 month ago)
Associate Advisor
Allworth Financial(13 days ago)
Senior Wealth Advisor
Focus Partners Wealth(14 days ago)
Associate Advisor, Wealth Management
Choreo(18 days ago)
Associate Wealth Advisor
Focus Partners Wealth(19 days ago)
Associate Advisor, Wealth Management
Choreo(1 month ago)