Remote Independent Financial Advisor: Grow a Niche Practice

Kestra Financial; Pittsburgh (Allegheny County); Hybride; USD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Flexible pay structure (W-2, 1099 or hybrid)

Participation in Simple IRA Plan

Paid Time Off

Work from home

Access to professional development and training

Résumé du poste

Kestra Financial is seeking a full-time Fellow Advisor in Pittsburgh, PA, to help expand its market share targeting Gen X clients. The role promotes creativity, independence, and a genuine impact in a niche with immense growth potential.

Candidates should possess required financial licenses, have experience in the industry, and own a book of business. Benefits include flexible pay structure and opportunities for professional development.

Qualifications

• Series 7, 66, 63 licenses required.
• State Insurance Licenses (Life, Accident & Health) are essential.
• CFP designation is a plus.
• 3+ years of experience as a financial advisor needed.

Responsabilités

• Seek and approach new prospects to grow book of business.
• Strengthen client relationships through proactive communication.
• Conduct market research and product analysis.
• Analyze client data for financial health.
• Develop and deliver customized client recommendations.

Connaissances

Series 7 license

Series 66 license

State Insurance Licenses

CFP designation

Emoney knowledge

Riskalyze knowledge

Redtail software knowledge

Financial industry knowledge

Formation

3+ years experience as a financial advisor

Description du poste

Kestra Financial is seeking a full-time Fellow Advisor in Pittsburgh, PA, to help expand its market share targeting Gen X clients. The role promotes creativity, independence, and a genuine impact in a niche with immense growth potential.

Candidates should possess required financial licenses, have experience in the industry, and own a book of business. Benefits include flexible pay structure and opportunities for professional development.