Retirement Planning Specialist — Fiduciary Financial Advisor
Kestra Holdings
14 days+
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Job description
We're seeking a dynamic, energetic, and hardworking financial professional who thrives on delivering high-touch, comprehensive retirement-focused planning to both new prospects and longstanding clients. If you're driven by solving complex financial challenges, committed to fiduciary excellence, and eager to contribute to a respected client-centric firm, this is your opportunity to join a team that empowers individuals to retire with confidence and clarity.
What you’ll Do
- Preparing, presenting, and implementing financial plans
- Conducting quarterly client review meetings
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