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)
Requirements 4 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
Benefits Base 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