Financial Services Professional
3 days ago
**Job Overview:**
Kestra Financial Independent Advisor is seeking a skilled Financial Services Professional to join our team. This role involves managing client relationships, administrative tasks, and insurance underwriting for a large book of business.
**Responsibilities:
- Support advisors with day-to-day client management, including service, administrative tasks, and insurance underwriting.
- Manage data and plans in financial planning software.
- Prepare for and follow up on client meetings, including assembling paperwork and documentation.
- Identify sales and asset retention opportunities and provide viable alternatives when traditional solutions are not applicable.
**Requirements:
- Bachelor's degree in finance, accounting, or a related field.
- 3+ years of experience in the financial services industry, preferably in broker/dealer operations and financial services products.
- Series 7 and 63 licenses are preferred, but not required.
**Benefits:
- Competitive salary: $70,000 - $90,000 per year, depending on experience.
- Potential for bonuses.
- Matching 401(k) plan with profit-sharing contributions.
- Company-paid group life, disability insurance, and health insurance.
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