About this role
Financial Advisory - Financial & Tax Planning Specialist at Kestra. Location: Madison, Wisconsin, United States. Role: collecting data, analyzing data, preparing reports Requirements: Bachelor's degree in finance/economics/business, analytical skills, data collection and analysis experience, ability to use financial planning software and CRM, desire/eligibility to pursue CFP and Series 65; CPA considered. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Certifications: series 65, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English