Financial Advisory - Financial Advisor

What You’ll Do

• Preparing, presenting, and implementing financial plans
• Conducting quarterly client review meetings
• Providing a high level of service to existing and prospective clients
• Reviewing portfolios and investment allocations
• Placing trades to implement investment allocations and strategies
• Recommending tax-efficient investment and retirement withdrawal strategies
• Writing articles for the Rodgers & Associates blog
• Presenting financial education seminars to clients and prospective clients

What You Bring

• Must understand all aspects of retirement planning, including asset allocation, modern portfolio theory, and goal-based cash-flow planning
• Seasoned financial professional with the ability to identify and solve complex financial issues
• CFP® or ChFC® certification preferred
• 5 years of experience in comprehensive financial planning
• Very strong organizational and time management skills
• Strong mathematical, analytical, and communication skills
• Detailed oriented
• Prior experience with a CRM, financial planning, and tax software is preferred
• Formal sales training and experience are a plus

About the Role

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.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Schedule

Not specified

Qualifications

• Must understand all aspects of retirement planning, including asset allocation, modern portfolio theory, and goal-based cash-flow planning
• Seasoned financial professional with the ability to identify and solve complex financial issues
• CFP® or ChFC® certification preferred
• 5 years of experience in comprehensive financial planning
• Very strong organizational and time management skills
• Strong mathematical, analytical, and communication skills
• Detailed oriented
• Prior experience with a CRM, financial planning, and tax software is preferred
• Formal sales training and experience are a plus

Skills

• Understanding of retirement planning concepts
• Ability to solve complex financial issues
• Organizational and time management skills
• Mathematical and analytical skills
• Communication skills
• CRM, financial planning, and tax software proficiency

Pay

Not specified

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Apply Now

Lead with purpose. Apply now and help shape the future of Kestra.