Financial Services Representative/Paraplanner

2 months ago


Bellaire Texas, United States Kestra Financial Independent Advisor Full time
About Kestra Financial Independent Advisor

We are an independent financial planning firm dedicated to providing exceptional service to our clients. As a highly motivated and self-driven individual, you will have the opportunity to make a meaningful impact in the lives of our clients.

Job Summary

We are seeking a skilled and detail-oriented Financial Services Representative/Paraplanner to join our team. In this role, you will be responsible for maintaining ongoing relationships with existing clients, processing new account paperwork, and responding to client inquiries.

Key Responsibilities
  • Maintain ongoing relationships with existing clients to ensure their financial planning needs are met.
  • Process new account paperwork, including distributions, Roth conversions, and other transactions.
  • Respond to client inquiries in a timely and professional manner.
  • Schedule meetings with clients to discuss their financial planning needs.
  • Assist clients with website access, password resets, and other technical issues.
  • Prepare for and follow up on client meetings to ensure their needs are met.
  • Responsible for meeting compliance requirements and adhering to industry regulations.
  • Assist with administrative and marketing duties to support the growth of our firm.
  • Potential to become a financial advisor with additional training and experience.
Requirements
  • Bachelor's Degree preferred.
  • Active 7, 63, and 65, or Series 7 and 66 licenses preferred.
  • Texas Insurance License ideal.
  • 3 years or more experience in financial services.
  • Excellent written and oral communication skills.
  • Ability to prioritize tasks and meet deadlines.
  • Strong client service orientation.
  • Outgoing, friendly personality a plus.
  • Familiarity with NFS, Redtail, and Emoney a plus.
Compensation

We offer a competitive salary range of $50,000 - $75,000 depending on skill and experience. Additionally, we provide:

  • 100% employer-paid health and dental insurance.
  • 401(k) with match.
  • Profit Sharing Plan.
  • Discretionary Quarterly Bonus.


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