Financial Operations Specialist
3 days ago
About Kestra Holdings
We are a company that empowers independent financial professionals to prosper and grow. Our goal is to provide exceptional scale and efficiency through our integrated business management technology.
The Concierge Team is our voice and primary contact for all operational needs of our clients, including independent financial advisors and their support staff. As a Financial Operations Specialist, you will be responsible for assisting Kestra advisors and staff navigate our systems, products, and services.
Key Responsibilities:
- Empower advisor success through reinvention, advocacy, and integrity.
- Assist advisors and their staff with operational policy and procedure questions via phone and email queues.
- Partner with service team members to ensure a seamless and effortless client experience.
Requirements:
- Two or more years in brokerage/financial services, banking, operations, and client support.
- Retirement Planning certifications a plus.
- Series 7 license preferred.
Benefits:
- Full health, vision, dental insurance.
- 401(k) plans along with voluntary plans such as car insurance and legal services.
- Estimated salary: $55,000 - $65,000 per year, depending on location and experience.
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