Senior Financial Planner

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact. The Senior Financial Planner serves as a critical support resource for approximately 1,450 financial advisors, assisting them in addressing complex financial planning needs within their advisory practices. This role focuses on leveraging technical expertise to construct comprehensive financial plans, identifying strategic planning opportunities across various disciplines such as investment, tax, estate, retirement, and insurance. The position requires direct engagement with investors and financial advisors, demanding exceptional presentation skills to effectively communicate recommendations and foster collaborative relationships. In additi...