Client-Centric Wealth Planning Advisor
$100k - $135kKestra Holdings
Kestra Holdings seeks an experienced financial planner in New York City to identify clients’ financial objectives, develop tailored financial plans, and ensure exceptional client experience. Candidates should possess a CFP® designation, Series 65 or 66, and have at least five years of relevant experience. The role offers a competitive salary ranging from $100,000 to $135,000 and involves benefits like health insurance and 401(k) plans, fostering professional growth within a supportive environment. #J-18808-Ljbffr Kestra Holdings
Vacancy posted 5 days ago
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