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Strategic Financial & Tax Planning Advisor
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-13
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Kestra Financial, Inc. in Madison, WI seeks a data-focused planning professional to assist with comprehensive client financial data collection and analysis for tailored financial and tax plans.
The role supports senior planners, prepares client-ready materials, and ensures accurate data handling in line with firm policies and regulatory standards. A finance degree and CFP/65 pathway are required or strongly encouraged.
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