The Financial Advisory - Associate Advisor role at Kestra Financial supports Financial Advisors with client reviews, retirement planning, and investment reviews onsite in Lancaster, PA.
Responsibilities
- Support Financial Advisors in preparing for client review meetings
- Develop retirement projection based financial plans
- Generate income tax projections
- Collaborate with Advisors to assess portfolio allocations and investments
- Execute the financial plan recommendations
- Maintain client records and track tasks in the CRM system
- Deliver a high level of service to current and potential clients
Requirements
- Bachelor's Degree
- Willingness to begin the CERTIFIED FINANCIAL PLANNER® coursework and pursue designation within 2 years
- Foundational understanding of investment planning, including asset allocation, Monte Carlo simulation, and modern portfolio theory
- Strong organizational and time management skills
- Strong mathematical, analytical, and communication abilities
- Detail oriented
- Fast learner
Technologies
- Word
- Excel
- PowerPoint
- CRM system
Benefits
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a comprehensive benefits package
- Supportive, collaborative environment focused on professional excellence
- Opportunity to help clients navigate meaningful financial decisions with confidence
- Training, development, and long-term growth opportunities within the firm
- Tuition reimbursement for qualified expenses
Internal Application Policy
- Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra
- Internal applicants must have at least 1 year of service in their current role unless approved by EVP
Kestra Values
- Our Mission is powering financial independence by supporting investing clients and the advisors who serve them
- We live by the values: Serve, Make it Happen, One team
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 role with Kestra Financial, Inc., you acknowledge that Kestra may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation of potential employment.
Kestra Financial is committed to equal employment opportunity and prohibits 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.
