Senior Financial Planner

Kestra Financial Independent Advisor; Avon (CT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary with performance-based bonuses

Comprehensive health, dental, and vision insurance

401(k) plan with company match

Professional development opportunities

Collaborative work environment

Job summary

Kestra Financial Independent Advisor is seeking an experienced Senior Financial Planner to provide comprehensive financial planning and wealth management services. The ideal candidate will have in-depth expertise across financial planning strategies, investment management, and retirement planning.

You will work closely with clients to implement personalized financial plans that ensure their long-term financial success. This role requires a Bachelor's degree, relevant certifications, and at least 7-10 years of experience in financial planning.

Competitive salary, health benefits, and professional development opportunities included.

Qualifications

• CFP® (Certified Financial Planner) required; CFA, CPA, or other designations are a plus.
• Minimum of 7-10 years of experience in financial planning, wealth management, or advisory roles.
• Proficiency in financial planning software and portfolio management tools.

Responsibilities

• Provide comprehensive financial planning and wealth management services.
• Develop and implement personalized financial plans for clients.
• Ensure clients' long-term financial success.

Skills

Financial planning strategies

Investment management

Tax efficiency

Estate planning

Retirement planning

CRM systems

Education

Bachelor's degree in finance, business, accounting, or related field

Master’s degree

Tools

eMoney

MoneyGuidePro

Salesforce

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.
• A collaborative and client-focused work environment.