Financial Planning Strategist (Retirement & Estate)
Kestra Financial
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Descrizione del lavoro
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals.
You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
Competenze
- Bachelor's degree in finance, economics, or related field.
- CFP certification or in progress preferred.
- Strong analytical and problem-solving skills with keen attention to detail.
- Excellent communication and interpersonal skills for client relationships.
- Proficient in financial planning software and MS Office Suite.
Mansioni
- Analyze clients' financial situations, portfolios, and goals for tailored planning.
- Prepare and present detailed financial plans including retirement, tax, estate planning.
- Stay updated on market trends, products, and regulatory changes for accurate advice.
- Collaborate with team members to support client communications and relationships.
- Assist in developing educational materials and client seminars.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals.
You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
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