kestra Verified 9d ago
Senior Financial Planner
Avon, Connecticut, United States On-site
Salary not listedPaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.
What you'll bring
- Bachelor's degree in finance, business, accounting, or a related field.
- CFP® (Certified Financial Planner) required
- Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.
- Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
- Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
- Experience with CRM systems (e.g., Salesforce) and portfolio management tools.
- Master’s degree preferred
- CFA, CPA, or other relevant designations are a plus.
Benefits
401(k)Professional DevelopmentVision Insurance