Senior Financial Planner
Kestra Financial Independent Advisor
About this role
A Senior Financial Planner providing expert financial planning and wealth management support to individual clients, focused on long-term financial health and personalized strategies. The role sits within a wealth management/financial services setting and requires deep domain knowledge across investments, tax, estate, and retirement considerations. The position supports client financial goals through tailored advisory services and ongoing plan stewardship.
Skills
Qualifications
About Kestra Financial Independent Advisor
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Recent company news
Business WireKindred Wealth Partners and Kestra Private Wealth Services Welcome Advisor Eric Longstreth to Independence
2 weeks ago
InvestmentNewsAfter hiring Commonwealth advisors and LPL recruiters, what’s next for Kestra?
1 month ago
citybizKestra Expands Leadership Team
Oct 14, 2025
AdvisorHubMerrill Team Managing $866-Mln Goes Independent With Kestra in Arizona
Oct 24, 2025
Barron'sTwo Advisors Who Managed $866 Million at Merrill Lynch Jump to Kestra Private Wealth
Oct 27, 2025
About Kestra Financial Independent Advisor
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Kestra Financial Independent Advisor.
Salary
$118k – $158k
per year