15 Kestra Financial Jobs near me
Kestra Financial is Hiring a Financial Advisor Near Cranbury, NJ
Responsibilities
- Develop customized financial plans to help clients achieve their financial goals
- Manage investment portfolios and monitor market trends and economic conditions
- Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
- Actively participate in business development activities to build new client relationships and expand the Firm's network
- Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
- Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
- Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients
- Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
- Minimum of 2 years of experience in the financial industry
- Certified Financial Planner (CFP®) certification preferred but not required
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
- Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work
Job Summary
Full Time
$63k-82k (estimate)
04/28/2024
05/16/2024
kestrafinancial.com
Austin, TX
200 - 500
Investment Management
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The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
