Kestra Financial Independent Advisor Avon , CT 06001
Posted 2 weeks ago
This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process.
This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.
Requirements
Benefits
Starting salary $60,000 with incredible potential for growth, bonus pool target 5-10%, 401(k) with current match of 6%, access to health and ancillary benefits through a cost-share
Kestra Financial Independent Advisor