Financial Planning Specialist

Kestra Financial Independent Advisor · Avon

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Company
Kestra Financial Independent Advisor
Location
Avon
Employment type
Full-time
Posted
July 18, 2026

About this job

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice. Key Responsibilities: Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations. Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.…

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