Strategic Financial Planning Specialist
Job in
Avon, Hartford County, Connecticut, 06001, USA
Listed on 2026-06-24
Listing for:
Kestra Financial Independent Advisor
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Corporate Finance -
Business
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Kestra Financial Independent Advisor is looking for a Financial Planning Specialist to provide in-depth financial analysis and prepare tailored financial plans for clients. The role requires collaboration with advisors to ensure exceptional client service.
Qualifications include a Bachelor’s degree in finance or economics, with 3-5 years of relevant experience, and strong analytical and interpersonal skills. The company offers a competitive salary, health benefits, and opportunities for professional development.
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