Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum.

-ability to lead certain firm client relationships

-no production requirements or expectations

-strong work ethic required and the ability to multi-task

-high level of organization

-basic understanding of insurance (life, disability, and long-term care) preferable

-join the firm recently awarded Kestra's Top Firm for Growth in the country (2023)

Requirements

4 year degree and 3 years of industry experience (preferred)

-preferably a degree in finance or accounting

-desire to seek the CFP designation in 2-3 years

Benefits

Base salary ($80K-100K) with targeted 5-10% bonus as a percentage of salary

401(k) with a 3% match and potential for profit-sharing (currently a safe harbor plan subject to change)

PTO

Educational allowance for pursuing the CFP or other approved designations

Ancillary benefits available at a cost share

Stipend for health insurance benefits