Associate Financial Advisor - Bergenn Financial Group
Kestra Financial Independent AdvisorConnecticut, United States
Posted May 28, 2025
Full Time
About the Company
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Job Description
Bergenn Financial Group is seeking an Associate Financial Advisor to manage client relationships, provide financial planning services, and contribute to the firm's growth. The role involves client consultation, asset allocation, case design, and financial planning support. Opportunities for new business development and career advancement are available. Bergenn Financial Group values a customer-centric work environment and provides opportunities for professional development.
Requirements
- Strong understanding of the financial services industry and diverse investment products
- Basic computer skills (Outlook, Word, Excel, and PowerPoint)
- Proficiency in eMoney Advisor financial planning software (strongly preferred)
- Excellent communication skills
- Strong time management and organizational skills
- Ability to build relationships and influence others
- Series 7 & 66/63/65 licensing
Benefits
- Paid time off
- Retirement Plan
