Financial Advisory - Financial Advisor

Kestra Holdings; Lancaster (Lancaster County); On-site; USD 65,000 - 110,000; Full time

Job summary

Kestra Holdings is seeking a dynamic financial professional to deliver high-touch, retirement-focused planning for new prospects and longstanding clients. You will help clients retire with confidence and clarity by solving complex financial challenges and upholding fiduciary excellence.

In this role you’ll prepare, present, and implement financial plans and conduct quarterly client review meetings, supporting a client-centric firm that values proactive guidance and personalized service.

Responsibilities

• Preparing, presenting, and implementing financial plans
• Conducting quarterly client review meetings

Job description

We're seeking a dynamic, energetic, and hardworking financial professional who thrives on delivering high-touch, comprehensive retirement-focused planning to both new prospects and longstanding clients. If you're driven by solving complex financial challenges, committed to fiduciary excellence, and eager to contribute to a respected client-centric firm, this is your opportunity to join a team that empowers individuals to retire with confidence and clarity.

What you’ll Do

• Preparing, presenting, and implementing financial plans
• Conducting quarterly client review meetings