Financial Advisor/Paraplanner
Kestra Financial
Financial Advisor/Paraplanner
Kestra Financial
Independent RIA and broker/dealer services platform
Kestra Financial Independent Advisor · Pittsburgh, United States (Remote) · Full-time · Posted 2022-11-21
Workplace: remote
Department: Financial Services
Fellow Advisor,
Do you feel unappreciated?
Are your ideas not taken seriously?
Are tired of making your bosses rich instead of yourself?
Do you feel like you are a small fish in a big sea?
Do you want to differentiate yourself?
Do you want to be able to let your creativity be seen?
Have you considered working within a niche with immense growth potential?
Do you want better work/life balance and flexibility?
Are you passionate about the market?
Would working from home improve your life?
Do you have a book of business or practice that you’re ready to grow?
These are the questions that bounced around my own head until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough. I’m offering you the job I wish I had. It’s a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It’s crazy. The biggest one is saving for their retirement vs. saving for their child’s education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential. Gen X needs our help. If this sounds like you then keep reading.
Key Responsibilities and Duties
Job Duties/Requirements
Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche. The successful candidate is expected to be able to work independently and assist in multiple core business activities.
Qualifications
Benefits
Compensation
Apply at Kestra Financial Independent Advisor
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Independent RIA and broker/dealer services platform
Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.
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