Description
Kestra Financial, Inc. is hiring a Lead Advisor to own client relationships, lead investment strategy and financial planning, oversee portfolio management and trade execution under senior oversight, manage advisory support staff, and drive client service, retention, and growth. The role requires at least five years of client-facing advisory or wealth management experience, Series 7 and Series 66 or equivalent registrations, CFP® certification, strong financial planning and investment management expertise, leadership experience, and public speaking skills. The position is associated with Curo Private Wealth and may be hired in Reston, Virginia, or Rockville, Maryland, with travel to the Richmond, Virginia area as needed. The salary range is generally $140,000–$160,000, with health insurance and other benefits.
