Financial Advisor - Paraplanner

🕒 Julho 4, 2025

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

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Kestra Financial

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Kestra Financial é uma plataforma independente líder no setor de gerenciamento de riqueza, focada em capacitar profissionais financeiros a expandirem seus negócios. Com uma cultura de parceria, Kestra oferece consultoria de negócios, suporte tecnológico e serviços de patrimônio privado para ajudar consultores financeiros a navegarem pelas complexidades do gerenciamento de riqueza. A empresa está comprometida em personalizar o suporte para seus clientes, garantindo que tenham acesso aos recursos críticos e expertise necessários para o sucesso.

Descrição

• Fellow Advisor, • Do you feel unappreciated? • Are your ideas not taken seriously? • Are tired of making your bosses rich instead of yourself? • Do you feel like you are a small fish in a big sea? • Do you want to differentiate yourself? • Do you want to be able to let your creativity be seen? • Have you considered working within a niche with immense growth potential? • Do you want better work/life balance and flexibility? • Are you passionate about the market? • Would working from home improve your life? • Do you have a book of business or practice that you’re ready to grow? • These are the questions that bounced around my own head until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough. I’m offering you the job I wish I had. It’s a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It’s crazy. The biggest one is saving for their retirement vs. saving for their child’s education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential. Gen X needs our help. If this sounds like you then keep reading. • Key Responsibilities and Duties • Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services • Strengthen client relationships though proactive communication • Perform market research and product analysis • Analyzing client data • Conduct SWOT analysis to determine client overall financial health • Develop and deliver customized client recommendations • Monitor firm’s social media marketing efforts • Cultivate leads into clients • Assist in account related paperwork • Help clients maximize or create their own “employee benefits package” • Handle all Life and Disability Insurance Cases • Become proficient in advanced college planning strategies

🎯 Requisitos

• Series 7, 66, 63 licenses • State Insurance Licenses (Life, Accident & Health) • CFP® designation is a plus • Knowledge of Emoney, Riskalyze and Redtail software is a plus • 3+ years experience as a financial advisor • Knowledge of the financial industry, products, regulations, and overall environment • Own transferable book of business

🏖️ Benefícios

• Flexible pay structure (W-2, 1099 or hybrid) • Participation in Simple IRA Plan (W-2 employee) • Paid Time Off • Work from home • Access to professional development and training