Financial Planning Specialist
Kestra Financial Independent Advisor(8 months ago)
About this role
A Financial Planning Specialist at Kestra Financial Independent Advisor provides analytical and planning support to the advisory team, helping translate client financial data into cohesive strategies. The role partners with advisors and clients to align long-term objectives with tailored planning solutions. It is targeted at a mid-level professional with a relevant bachelor’s degree and several years of planning experience.
Required Skills
- Financial Analysis
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Market Awareness
- Regulatory Knowledge
- Client Communication
- Relationship Management
- Presentation Skills
+4 more
Qualifications
- Bachelor’s Degree in Finance or Economics
- CFP (Preferred/In Progress)
About Kestra Financial Independent Advisor
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