Senior Financial Planner - Wealth & Retirement Strategy
Kestra Financial
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Benefits offered by this job
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
Education
Tools
Job description
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.
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