Client-Centric Financial Advisor & Planner

Kestra Financial; Hamilton Township (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Kestra Financial is looking for a dedicated Financial Advisor to join their team in Hamilton Township, New Jersey. This role involves developing financial plans, managing investment portfolios, and providing strategic financial advice to clients. Successful candidates will possess strong analytical and communication skills, along with a passion for helping clients achieve their financial objectives.

The position is perfect for individuals with a minimum of 2 years of experience in the financial sector. Kestra Financial offers a dynamic work environment where you can grow your career in the financial industry.

Qualifications

• Minimum of 2 years of experience in the financial industry.
• Certified Financial Planner (CFP) certification preferred but not required.
• Detail-oriented with a high degree of accuracy.

Responsibilities

• Develop customized financial plans to help clients achieve their financial goals.
• Manage investment portfolios and monitor market trends.
• Provide financial advice including retirement and tax planning.

Skills

Excellent communication skills

Analytical skills

Interpersonal skills

Problem-solving skills

Education

Bachelor's degree in finance, accounting, economics, or related field

Job description

Kestra Financial is looking for a dedicated Financial Advisor to join their team in Hamilton Township, New Jersey. This role involves developing financial plans, managing investment portfolios, and providing strategic financial advice to clients. Successful candidates will possess strong analytical and communication skills, along with a passion for helping clients achieve their financial objectives.

The position is perfect for individuals with a minimum of 2 years of experience in the financial sector. Kestra Financial offers a dynamic work environment where you can grow your career in the financial industry.