Kestra Financial · 6 months ago
Financial Planning Specialist
Avon, CT
Full-time
Onsite
Mid Level
$80K/yr - $90K/yr
3+ years expKestra Financial is seeking a talented Financial Planning Specialist to join their team. In this role, you will support financial planners by conducting in-depth financial analysis and preparing comprehensive financial plans to assist clients in achieving their financial goals.
BankingConsultingFinanceFinancial Services
Responsibilities
Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations
Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies
Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice
Work collaboratively with team members to support client communications and ongoing relationship management
Assist in the development of educational materials and seminars for clients
Qualification
Required
Bachelor's degree in finance, economics, or a related field
Minimum of 3-5 years of experience in financial planning or a related advisory role
Strong analytical and problem-solving skills with a keen attention to detail
Excellent communication and interpersonal skills to build relationships with clients and team members
Proficient in financial planning software and Microsoft Office Suite
Preferred
CFP certification or in progress
Benefits
Comprehensive health, dental, and vision insurance.
401(k) plan with company match.
Professional development opportunities, including continuing education reimbursement.
A collaborative and client-focused work environment.
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase