Retirement Financial Advisor|CFP Preferred & Client Impact

Kestra Financial; Lancaster (Lancaster County); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k)

Health insurance

Tuition reimbursement

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Retirement planning

Analytical skills

Communication skills

Detail-oriented

Organizational skills

Educación

CFP® or ChFC® certification

5 years in comprehensive financial planning

Herramientas

CRM software

Financial planning software

Tax software

Descripción del empleo

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.