Path to Ownership: Independent Financial Advisor

Kestra Financial Independent Advisor in Reading seeks an experienced, self-driven financial advisor to take over and operate an existing client book. This is a structured 4–6 year succession with mentorship and a path to ownership.

The role emphasizes client relationships, strategic financial planning, and independent growth within a compliant framework. You’ll build a thriving practice with professional autonomy and long-term client focus.

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