Financial Services Professional
5 days ago
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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