Job Details
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
Ancillary benefits available at a cost share
Stipend for health insurance benefits