Financial Planning Specialist
Kestra Financial · Avon, CT · 3 mo ago
On-siteOTHRFull-time
Key Responsibilities
- Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations
- Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies
- Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice
- Work collaboratively with team members to support client communications and ongoing relationship management
- Assist in the development of educational materials and seminars for clients
Requirements
- Bachelor's degree in finance, economics, or a related field
- Minimum of 3-5 years of experience in financial planning or a related advisory role
- CFP certification or in progress is preferred
- Strong analytical and problem-solving skills with a keen attention to detail
- Excellent communication and interpersonal skills to build relationships with clients and team members
- Proficient in financial planning software and Microsoft Office Suite
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