Kestra Financial Independent AdvisorFinancial Services

Senior Financial Planner

Avononsitesenior

Posted 9mo ago · via Workable

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About this role

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.…

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What we'd score you on

reqspace match rubric

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Skills match

For this role: salesforce

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Avon. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforce

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