About this role
Financial Advisory - Service Advisor at Kestra. Location: Fairfield, New Jersey, United States. Role: Identify clients’ financial objectives, Develop and present financial plans, Monitor and update plans and portfolios Requirements: CFP designation, Series 65/66, four-year degree, 5+ years in financial planning/wealth management, strong communication, software proficiency Category: Finance and Accounting Seniority: Mid Level Tools: Outlook, Excel, Word, PowerPoint, Zoom, emoney, CRM systems Certifications: cfp, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English