Independent Financial Planner & Client Advisor
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Kestra Financial is seeking a skilled Wealth Advisor in Lexington, KY, to autonomously manage client relationships and lead comprehensive financial planning for diverse cases. The role emphasizes independent delivery, strong communication, and collaboration with advisors and operations teams.
Ideal candidates have CFP or Series 65, a related bachelor’s degree, and 3–5 years of experience in financial planning and client service. Opportunities to grow within a supportive, client-focused firm.
Step into the Independent Financial Planner & Client Advisor role at Kestra Financial in Lexington, KY, United States and grow with us.
Full responsibilities and requirements are described in the listing above.
Learn more about the Independent Financial Planner & Client Advisor role in the description above.
We appreciate your interest in this position.
Join Kestra Financial and contribute to our ongoing work.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).