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Summary
About the Role
About You
- Minimum 3-5 years of experience in financial advising.
- Life, Health and Accident License - State of CT.
- FINRA Series 7 and FINRA 66 License.
- Well organized with the ability to manage time effectively with multiple priorities.
- Excellent verbal communication, active listening, critical thinking, and strong ethics.
- Clean record with SEC and FINRA.
- Trustworthy, sincere, charismatic, and social disposition.
- Deep understanding of financial markets and ability to simplify complex financial concepts.
- Knowledge of trusts, estate planning, tax planning, insurance, and complex financial planning.
- Coachable and trainable to fit the culture of the company.
Benefits
- Annual base income of $48k plus competitive grid payout.
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.