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