Retirement Financial Advisor|CFP Preferred & Client Impact

Kestra Financial; Lancaster (Lancaster County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial in Lancaster County is seeking an energetic financial professional dedicated to providing high-quality retirement-focused planning. The role involves preparing financial plans, conducting client review meetings, and recommending tax-efficient investment strategies. Applicants should have strong analytical and organizational skills, a CFP® or ChFC® certification, and at least five years of experience in financial planning. Join a supportive team committed to empowering clients towards financial independence.

Qualifications

• Must understand all aspects of retirement planning, including asset allocation.
• Seasoned financial professional with the ability to identify and solve complex financial issues.
• Prior experience with a CRM, financial planning, and tax software is preferred.

Responsibilities

• Preparing, presenting, and implementing financial plans.
• Conducting quarterly client review meetings.
• Providing a high level of service to existing clients.

Skills

Retirement planning

Analytical skills

Communication skills

Detail-oriented

Organizational skills

Education

CFP® or ChFC® certification

5 years in comprehensive financial planning

Tools

CRM software

Financial planning software

Tax software

Job description

Kestra Financial in Lancaster County is seeking an energetic financial professional dedicated to providing high-quality retirement-focused planning. The role involves preparing financial plans, conducting client review meetings, and recommending tax-efficient investment strategies. Applicants should have strong analytical and organizational skills, a CFP® or ChFC® certification, and at least five years of experience in financial planning. Join a supportive team committed to empowering clients towards financial independence.