Senior Financial Planner

Kestra Financial; Avon (CT); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Job summary

Kestra Financial in Avon, CT is seeking an experienced Senior Financial Planner to deliver comprehensive financial planning and wealth management services. You will work with clients to develop personalized plans across investments, retirement, estate and tax strategies.

The role requires CFP certification, 7–10 years of experience, and proficiency with eMoney and MoneyGuidePro, Salesforce, and other portfolio tools.

Qualifications

• Bachelor's degree in finance, business, accounting or related field; Master's degree preferred.
• CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.
• 7–10 years of experience in financial planning, wealth management, or investment advisory roles.
• Proficiency in financial planning software such as eMoney and MoneyGuidePro; strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
• Experience with CRM systems (Salesforce) and portfolio management tools.

Responsibilities

• Develop personalized financial plans for clients across investments, retirement, estate, and tax strategies.
• Deliver comprehensive wealth management services and ongoing financial planning guidance.
• Collaborate with clients to implement plans that align with long-term financial goals and risk tolerance.

Skills

Investment strategies

Retirement planning

Estate planning

Tax-efficient wealth management

Salesforce experience

Education

Bachelor's degree in finance, business, accounting

Master's degree preferred

Tools

eMoney

MoneyGuidePro

Salesforce

Portfolio management tools

Job description

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long‑term financial success.

Requirements

Education:

Bachelor's degree in finance, business, accounting, or a related field (Master's degree preferred).

Certifications:

CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.

Experience:

Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.

Technical Skills:

• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro)
• Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management
• Experience with CRM systems (e.g., Salesforce) and portfolio management tools

Benefits

• Competitive base salary with performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company match.
• Professional development opportunities, including continuing education reimbursement.