Senior Financial Planner
Kestra Financial Independent Advisor(1 year ago)
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.
Required Skills
- Financial Planning
- Wealth Management
- Investment Strategies
- Tax Efficiency
- Estate Planning
- Retirement Planning
- Financial Software
- CRM
- Portfolio Management
- Client Relations
Qualifications
- Bachelor's Degree in Finance or Related Field
- Master's Degree Preferred
- CFP
- CFA
- CPA
About Kestra Financial Independent Advisor
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