Financial Advisory - Financial Planner

Lead with Purpose. Partner with Impact. ProVise Management Group is an RIA in sunny Tampa Bay managing over $1.7 billion of investments for our clients. We are looking for someone who is passionate about making a difference. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction and decision.

We strive to create a culture of excellence; one that is people-centric and forever-focused on what is best for our clients. We offer a supportive and collaborative work environment, an involved leadership team who will happily work to mentor you, and a well-defined career path. We believe strongly in work-life balance and enjoy having fun.

We are looking to grow the business by building a team that is passionate about being a part of something special. This role is critical to our long-term success, and you will be rewarded personally and professionally for your excellence.

II. MISSION

The Financial Planner at ProVise Management Group is an integral part of our team serving as the connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit.

The Financial Planner provides technical financial planning and investment analysis. They will work with other professional planners in the firm including Senior Financial Planners, Managing Financial Planners and ProVise Principals. They also make decisions on client plans, investment recommendations, operational processes and procedures and client affairs.

They have obtained the proper licensing and experience to work directly with clients. The primary responsibility is managing and supporting a growing group of client relationships, and providing the ProVise client experience.

What you’ll Do:

• Directly manages a group of clients to best support their financial, investments and risk outcomes.
• Responsible for client retention and developing deeper relationships with our clients.
• Analyzes information and evaluates results to choose the best solution to solve client or operational problems and is accountable and held responsible for those decisions.
• Collaborates to build financial plans and investment proposals.
• Proactively identifies concerns, problems or opportunities within client relationship.
• Provides guidance and expert advice to the team and clients, on technical financial planning and investment planning needs, systems, or process-related topics.
• Requires an in-depth understanding of time value of money: present value, future value, annuity payments, internal rate of return, as well other financial planning modeling scenarios
• Engages and prepares client onboarding requirements.
• Ensures client data is captured in the meeting and compiled in the firm’s financial planning software, CRM, and other related software applications.
• Works directly with clients as primary as well as secondary point of contact in the advisory team.
• Starts to develop relationships in the community with centers of influence and philanthropic organizations.
• Supports Compliance to maintain an effective and robust investment advisory compliance program
  
  

What You Bring: 

• Excellent communication skills (verbal, written and listening)
• Proficient in financial planning analysis and modeling
• Proficient in Microsoft Office Suite
• Proficiency in Juncture CRM preferred
• Knowledge of Broker Dealer and Investment Advisory Regulations a plus
• Demonstrates personal integrity, honesty and ability to deal with confidential information
• Ability to deal with stress in an ever-changing investment market and financial services
• Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems
• A bachelor’s degree
• CFP® required
• Series 65 required (waived with CFP®)
• Ideally 2-6 years of experience in a in a direct advisory capacity in financial services
• Experience with Securities, Financial Planning, Investments, and Insurance required
• Experience dealing directly with clients on all financial planning matters even in challenging times
  
  

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in an office environment well lit.
• Ability to lift up to 20 pounds.
• Position is in Clearwater, FL office. Must be able to work in the office during scheduled work hours.
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.