Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum.

• ability to lead certain firm client relationships
• no production requirements or expectations
• strong work ethic required and the ability to multi-task
• high level of organization
• basic understanding of insurance (life, disability, and long-term care) preferable
• join the firm recently awarded Kestra's Top Firm for Growth in the country (2023)

Requirements4 year degree and 3 years of industry experience (preferred)

• preferably a degree in finance or accounting
• desire to seek the CFP designation in 2-3 years

BenefitsBase salary ($80K-100K) with targeted 5-10% bonus as a percentage of salary
401(k) with a 3% match and potential for profit-sharing (currently a safe harbor plan subject to change)
PTO
Educational allowance for pursuing the CFP or other approved designations
Ancillary benefits available at a cost share
Stipend for health insurance benefits