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Financial Services Professional
2 months ago
About Us:
Kestra Financial Independent Advisor is a leading independent advisory firm based in the United States, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.
Role Overview:
We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership.
Key Responsibilities:
- Develop comprehensive financial plans using eMoney.
- Prepare reports and illustrations for client meetings.
- Participate in client meetings to provide real-time support and take notes.
- Design and manage portfolios, including trading, rebalancing, and tax management.
- Maintain and update CRM platforms (Redtail or similar).
- Create proposals and conduct product and account analysis.
- Coordinate with the service team to ensure timely and accurate task execution.
- Communicate with clients to address their needs and inquiries.
Qualifications:
- 3-5 years of experience in financial services.
- CFP designation and Series 7 and 66 or 65 licenses required.
- Bachelor's degree, preferably with a GPA above 3.3.
- Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar).
- Experience with CRM platforms (Redtail or similar), MS365, and Excel.
- Strong organizational skills, a team-oriented mindset, and a passion for financial services.
Compensation & Benefits:
• Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements.
• Comprehensive benefits package including 401k, life, health, and disability insurance.
• A defined career path with growth opportunities and potential ownership potential.
Why Choose Us?
This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you.
