Financial Services Professional

5 days ago


Cypress Texas, United States Kestra Financial Independent Advisor Full time
Job Description

Job Title: Associate/Service Wealth Advisor

Company: Kestra Financial Independent Advisor

Job Type: Full-time

Location: Remote (with occasional in-person meetings)

About Us: Kestra Financial Independent Advisor is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals.

Job Summary: We are seeking a highly motivated and experienced Associate/Service Wealth Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and delivering financial planning and investment advice.

Key Responsibilities:

  • Client Service: Provide exceptional client service, responding to client inquiries, and resolving any issues in a timely and professional manner.
  • Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and delivering tailored financial planning and investment advice.
  • Financial Planning: Develop and implement comprehensive financial plans, including investment strategies, retirement planning, and estate planning.
  • Investment Management: Manage client investment portfolios, ensuring that they are aligned with their financial goals and risk tolerance.
  • Communication: Communicate complex financial concepts to clients in a clear and concise manner, ensuring that they understand their financial situation and the advice being provided.

Requirements:

  • Education: Bachelor's degree in finance, accounting, or a related field.
  • Experience: 3+ years of experience in the financial services industry, with a strong understanding of financial planning, investment management, and client service.
  • Skills: Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. Proficient in financial planning software and technology.

What We Offer:

  • Competitive Compensation: Salary and bonus structure based on performance.
  • Benefits: Comprehensive benefits package, including health, life, and disability insurance.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.


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