Senior Financial Planner
Kestra Financial Independent AdvisorConnecticut, United States
Posted October 27, 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
We are seeking a skilled Senior Financial Planner to provide comprehensive financial planning and wealth management services to clients. The role involves developing and implementing personalized financial plans, focusing on financial success, long-term goals, and a variety of financial topics. The position requires close collaboration with clients.
Requirements
- Bachelor's degree in finance, business, accounting, or a related field.
- CFP® (Certified Financial Planner) certification required.
- CFA, CPA, or other relevant designations a plus.
- Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.
- Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
- Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
- Experience with CRM systems (e.g., Salesforce) and portfolio management tools.
Benefits
- Competitive base salary with performance-based bonuses
- Comprehensive health, dental, and vision insurance
- Professional development opportunities, including continuing education reimbursement
