About this role
Financial Advisory - Financial & Tax Planning Specialist at Kestra. Location: Madison, Wisconsin, United States. Role: collecting data, analyzing data, preparing materials Requirements: Entry-level role supporting financial planners: bachelor\u0002s degree in finance/economics/business, strong analytical and communication skills, ability to collect/analyze client financial and tax data, desire/eligibility to pursue CFP and Series 65. Category: Finance and Accounting Seniority: Entry Level Certifications: cfp, series 65, cpa Commitment: Full Time Workplace: Onsite Languages: English