Financial Advisor - Paraplanner

Job not on LinkedIn

July 4

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Kestra Financial

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Finance • Fintech • B2B

Kestra Financial is an industry-leading independent wealth management platform that focuses on empowering financial professionals to grow their businesses. With a partnership culture, Kestra offers business consulting, technology support, and private wealth services to help financial advisors navigate the complexities of wealth management. The company is committed to personalizing support for its clients while ensuring they have access to critical resources and expertise needed for success.

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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