Client Relations Specialist/Financial Planner
1 week ago
Kestra Financial Independent Advisor is a reputable financial advisory firm. We are seeking a dedicated and proactive individual who is passionate about enhancing the financial well-being of our clients.
The ideal candidate will demonstrate a strong initiative and a desire to grow alongside our organization. This role requires full-time presence in the office.
Our primary focus is on assisting individuals who are nearing retirement or are already retired. We specialize in strategies that help clients minimize their tax liabilities and ensure their financial resources last throughout their retirement.
Key Responsibilities:
- Foster and maintain strong relationships with current clients.
- Manage the processing of new account documentation.
- Handle transactions including distributions and Roth conversions.
- Address client inquiries promptly and effectively.
- Coordinate and schedule client meetings.
- Provide support for clients regarding website access and password management.
- Prepare for client meetings and follow up as necessary.
- Ensure compliance with regulatory requirements.
- Assist with various administrative and marketing tasks.
- Opportunity for career advancement to a financial advisor role.
Qualifications:
- Preferred Bachelor's Degree.
- Active Series 7, 63, and 65 licenses, or Series 7 and 66.
- Texas Insurance License is advantageous.
- Minimum of 3 years of experience in the financial services sector.
- Exceptional written and verbal communication skills.
- Strong organizational skills with the ability to manage multiple priorities.
- Client-focused approach with a friendly demeanor.
- Familiarity with financial software such as NFS, Redtail, and Emoney is a plus.
All candidates must successfully complete a background check, including fingerprinting.
Compensation Package:
- Salary range: $50,000 - $75,000 based on experience and qualifications.
- Comprehensive health and dental coverage fully paid by the employer.
- 401(k) plan with employer matching.
- Participation in a Profit Sharing Plan.
- Eligibility for a discretionary quarterly bonus.
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Bellaire, Texas, United States Kestra Financial Independent Advisor Full timeCompany Overview:We are a distinguished independent financial advisory firm dedicated to enhancing the financial well-being of our clients.Position Overview:The ideal candidate will be a proactive and driven individual eager to positively impact the lives of our clients. We are looking for someone who is committed to personal and professional growth within...
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