About this role
Lead Advisor at Kestra. Location: Reston or North Bethesda. Role: managing relationships, leading team, delivering planning Requirements: 5+ years in client-facing advisory or wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff; strong financial planning and investment management skills; public speaking ability; willingness to travel to Richmond area. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: series 7, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English