Financial Planning Specialist
Kestra Financial Independent Advisor · Avon, CT, US
- Posted
- 474 days ago
- Last confirmed live
- Today
From the employer’s posting
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice. Key Responsibilities:…
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