Head of Financial Planning & Advanced Strategy
Kestra Financial, Inc.
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Benefits offered by this job
Job summary
Kestra Financial, Inc. is seeking a Director of Financial Planning to guide a team of planners, lead strategic initiatives for the Advanced Planning department, and drive sophisticated financial plans for investors and advisors.
You will partner with advisors to analyze client data, develop tailored plans, and communicate recommendations clearly. Knowledge of planning tech and market trends is essential.
Qualifications
- CFP designation is required.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
Responsibilities
- Mentor financial planners and junior team members.
Skills
Education
Tools
Job description
Kestra Financial, Inc. is seeking a Director of Financial Planning to guide a team of planners, lead strategic initiatives for the Advanced Planning department, and drive sophisticated financial plans for investors and advisors.
You will partner with advisors to analyze client data, develop tailored plans, and communicate recommendations clearly. Knowledge of planning tech and market trends is essential.
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