Retirement Planning Specialist — Fiduciary Financial Advisor

Kestra Holdings; Lancaster (Lancaster County); Presencial; USD 65 000 - 110 000; Tempo integral

Descrição da oferta de emprego

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