Director of Financial Planning & Advanced Planning

kestra holdingsBrooklyn, NY

2 days ago

Occupations

Personal Financial Advisors Financial Managers Financial Specialists, All Other

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Offices of Certified Public Accountants

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About the role

Kestra Holdings in Austin, TX is seeking a Director of Financial Planning to lead complex planning for about 1,450 financial advisors, delivering sophisticated plans across investment, tax, estate, retirement, and insurance. You will mentor planners, own projects for Advanced Planning, and advance planning frameworks using modeling and software, communicating insights clearly to investors and advisors.

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JOB OVERVIEW

Experience level

Manager

Location

Brooklyn, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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