Financial Operations Specialist

3 weeks ago


Beaver Falls, Pennsylvania, United States Kestra Financial Independent Advisor Full time

**About the Role**

We are seeking a highly motivated and organized Business Development Associate to join our team at Kestra Financial Independent Advisor. In this role, you will be responsible for providing exceptional client service, supporting Financial Advisors, and driving business growth.

Your primary responsibilities will include assisting in client meeting preparation, managing client needs, and maintaining CRM database. You will also partner with Broker Dealer for new account establishment and maintenance.

The ideal candidate will have 2+ years of experience in the financial services industry, advanced computer skills, and strong time management and organizational skills. We offer a competitive salary range of $65,000 - $85,000 per year, based on location and experience.

**Key Requirements:**

  • Bachelor's degree in a business-related field preferred
  • 2+ years of experience in the financial services industry
  • Advanced computer skills (Outlook, Word, Excel, PowerPoint)
  • Excellent communication and problem-solving skills


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