Independent Financial Planner & Client Advisor

Kestra Financial; Lexington (KY); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Kestra Financial is seeking a skilled Wealth Advisor in Lexington, KY, to autonomously manage client relationships and lead comprehensive financial planning for diverse cases. The role emphasizes independent delivery, strong communication, and collaboration with advisors and operations teams.

Ideal candidates have CFP or Series 65, a related bachelor’s degree, and 3–5 years of experience in financial planning and client service. Opportunities to grow within a supportive, client-focused firm.

Competenze

• CFP® preferred; Series 65 required
• Bachelor's degree in Accounting, Finance, or Economics
• 3–5 years financial planning, service delivery, and client interaction
• Strong client-facing communication and presentation skills
• Proven ability to manage a book of client relationships with limited oversight
• Experience with financial planning, CRM, and portfolio management systems

Mansioni

• Autonomy: initiates and completes client service tasks with minimal supervision
• Manages a book of client relationships, primarily Tier 3–4, and drives retention milestones
• Leads seven-step financial planning processes for standard cases and supports more complex scenarios
• Applies insurance, investment, tax, retirement, and estate planning concepts for clients
• Explains firm models and discusses macroeconomic context with clients about portfolios
• Upholds ethical standards, discloses conflicts, and maintains ongoing professional development
• Supports business growth by identifying opportunities and coordinating with marketing efforts
• Mentors and shares knowledge with colleagues to support team development
• Addresses complex client situations using planning tools and option analysis

Descrizione del lavoro

Kestra Financial is seeking a skilled Wealth Advisor in Lexington, KY, to autonomously manage client relationships and lead comprehensive financial planning for diverse cases. The role emphasizes independent delivery, strong communication, and collaboration with advisors and operations teams.

Ideal candidates have CFP or Series 65, a related bachelor’s degree, and 3–5 years of experience in financial planning and client service. Opportunities to grow within a supportive, client-focused firm.