CFP-Certified Financial Planning Analyst
Kestra Financial, Inc.
Kestra Financial, Inc. seeks a Planning Analyst to join our Planning Group. You will develop and present financial plans for Advisors, while maintaining in-depth knowledge of planning software like MoneyGuideElite and eMoney. You will support a national advisor network with data-driven insights and ongoing communications. The role emphasizes precise data handling, client meeting support, and staying current with fintech planning trends. #J-18808-Ljbffr Kestra Financial, Inc.
Vacancy posted 3 days ago
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