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Kestra Holdings

Director of Financial Planning & Advanced Planning

austin, TX

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About this opportunity

Kestra Holdings lists this Director of Financial Planning & Advanced Planning opportunity in austin, Texas. Review the employer’s description below for duties, qualifications and application requirements.

Job description

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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Worksite address

austin, TX, 78716, US

Who can apply

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