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Financial Planning Specialist: Retirement & Tax Strategy

Job in Avon, Hartford County, Connecticut, 06001, USA
Listing for: Kestra Financial
Full Time position
Listed on 2026-07-23
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 75000 - 110000 USD Yearly USD 75000.00 110000.00 YEAR
Job Description & How to Apply Below

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. 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.

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