Director of Financial Planning & Advanced Planning
kestra holdingsBrooklyn (NY)
Director of Financial Planning & Advanced Planning
Posted yesterday
kestra holdingsBrooklyn (NY)
SENIORITY
Manager
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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