Senior Financial Planner - Wealth & Retirement Strategy
Kestra Financial
Kestra Financial in Avon, CT is seeking an experienced Senior Financial Planner to deliver comprehensive financial planning and wealth management services. You will work with clients to develop personalized plans across investments, retirement, estate and tax strategies. The role requires CFP certification, 7–10 years of experience, and proficiency with eMoney and MoneyGuidePro, Salesforce, and other portfolio tools. #J-18808-Ljbffr Kestra Financial
Vacancy posted 4 days ago
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