Senior Financial Planner

Kestra Financial Independent Advisor· Financial Services
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📍 Avon, Connecticut, United StatesFull time

About this role

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).

Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.

Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.

Technical Skills:

  • 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.

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.

Frequently Asked Questions

Is the salary disclosed for the Senior Financial Planner position at Kestra Financial Independent Advisor?
The salary for this Senior Financial Planner role at Kestra Financial Independent Advisor is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Financial Planner position at Kestra Financial Independent Advisor located?
This Senior Financial Planner role at Kestra Financial Independent Advisor is based in Avon, Connecticut, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Financial Planner role at Kestra Financial Independent Advisor full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Financial Planner role in the Financial Services department at Kestra Financial Independent Advisor.
Which team or department does the Senior Financial Planner at Kestra Financial Independent Advisor belong to?
This Senior Financial Planner position is part of the Financial Services department at Kestra Financial Independent Advisor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Financial Planner position at Kestra Financial Independent Advisor?
Click the "Apply Now" button on this page. You will be redirected to Kestra Financial Independent Advisor's official application portal hosted on workable where you can submit your application directly.
When was the Senior Financial Planner job at Kestra Financial Independent Advisor posted?
This Senior Financial Planner position at Kestra Financial Independent Advisor was posted on Jan 31, 2025. Apply as soon as possible — early applications are often reviewed first.
Senior Financial Planner
Kestra Financial Independent Advisor
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