About this role
Financial Advisory - Wealth Planning Associate at Kestra. Location: Pittsburgh, Pennsylvania, United States. Role: developing plans, supporting meetings, preparing analyses Requirements: 3+ years in wealth management/financial services, bachelor's degree or equivalent, Series 7 and Series 66 (may be obtained within 6 months), CFP in progress or completed, insurance licenses (life, health, annuities), Microsoft Office proficiency. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: series 7, series 66, cfp, life insurance, health insurance, fixed annuities, variable annuities Commitment: Full Time Workplace: Onsite Languages: English