Senior Financial Planner

Kestra Financial is seeking a Senior Financial Planner to support approximately 1,500 financial advisors in addressing complex financial planning needs. The role requires technical expertise, presentation skills, and collaboration with investors and financial advisors.

Requirements

• Collaborate with financial advisors to gather client data and develop tailored financial plans
• Analyze client financial situations to identify planning opportunities and risks
• Prepare and deliver high-impact presentations of financial plans and recommendations
• Provide ongoing support and consultation to financial advisors on planning best practices
• Maintain up-to-date knowledge of financial planning regulations and industry developments

Benefits

• Competitive pay and benefits
• 401(k), health insurance, and a competitive benefits package
• Tuition reimbursement for qualified expenses