Financial Advisor/Paraplanner
Kestra Financial Independent Advisor(3 years ago)
About this role
A full-time Financial Advisor at Gen X Wealth Partners focused on serving Generation X clients with retirement and advanced college planning needs. This independent firm seeks an advisor who will build and expand their own transferable book of business while operating with flexible, remote work options. The role emphasizes conflict-free, creative financial advice tailored to a growing niche market.
Required Skills
- Prospecting
- Client Communication
- Market Research
- Data Analysis
- SWOT Analysis
- Financial Planning
- Social Media
- Lead Generation
- Account Paperwork
- Benefits Planning
+2 more
Qualifications
- Series 7
- Series 66
- Series 63
- State Insurance Licenses (Life, Accident & Health)
- CFP®
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.
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