Senior Financial Planner jobs in United States
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Kestra Financial · 5 months ago

Senior Financial Planner

positionAvon, CT
timeFull-time
remoteOnsite
senioritySenior Level
money$90K/yr - $120K/yr
date7+ years exp

Kestra Financial is seeking an experienced and highly skilled Senior Financial Planner to join their team. This individual will be responsible for providing comprehensive financial planning and wealth management services, working closely with clients to develop and implement personalized financial plans for their long-term success.

BankingConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Providing comprehensive financial planning and wealth management services
Working closely with clients to develop and implement personalized financial plans

Qualification

CFP® certificationFinancial planning strategiesInvestment managementFinancial planning softwareCRM systems

Required

Bachelor's degree in finance, business, accounting, or a related field
CFP® (Certified Financial Planner) required
Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles
Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro)
Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management
Experience with CRM systems (e.g., Salesforce) and portfolio management tools

Preferred

Master's degree preferred
CFA, CPA, or other relevant designations are a plus

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

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Kestra Financial provides a leading independent advisor platform.
dateFounded in 1996
location
Austin, Texas, USA
people-size201-500 employees
web-link
http://www.kestrafinancial.com/

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 Stage
Total Funding
unknown
2019-02-25Acquired

Leadership Team

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Joel Bennett
CFO
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Kris Chester
Executive Vice President + Chief Operating Officer
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Recent News

Business Wire
Grandview Partners Joins Kestra Financial’s Advisor Community
2025-11-20
Business Wire
Bluespring Wealth Partners Acquires $1.41B Signature Wealth
2025-11-04
Pulse 2.0
Kestra Onboards $866 Million Firm Ascend Private Wealth Partners
2025-10-27
Company data provided by crunchbase