Jobs: Kestra

Develop and execute comprehensive marketing automation strategies using Salesforce Marketing Cloud to align with the specific goals and target audiences of Kestra Financial, Kestra Private Wealth Services, Bluespring Wealth PartnersPlan, build, and execute marketing automation campaigns, workflows, and journeys within Salesforce Marketing Cloud.Design and...

Develop and execute comprehensive marketing automation strategies using Salesforce Marketing Cloud to align with the specific goals and target audiences of Kestra Financial, Kestra Private Wealth Services, Bluespring Wealth PartnersPlan, build, and execute marketing automation campaigns, workflows, and journeys within Salesforce Marketing Cloud.Design and...

Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the ability to multi-task -high level of...

Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the ability to multi-task -high level of...

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.Job Title: Operations AssociateJob Type: Full-TimeLocation: 2512 Horne Street, Suite 100, Fort Worth, TX 76107Reports To: Operations ManagerJob OverviewOperations associates are responsible for handling a myriad of operations, customer service, and...

This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in...

Full-time, Client Service Associate (CSA)RequirementsSummary:Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.We...

Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

SummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.Essential Duties And ResponsibilitiesDevelop new relationships and sales opportunitiesPromote and cultivate firm reputation among referral sources and the communityConsult with clients on investment...

Notre quipe data incarne linnovation et la passion pour les donnes travers une quipe de Data Engineers, Data Analystes et Chefs de projets data. Nous accompagnons nos clients dans la transformation digitale afin de dvelopper et de rendre accessible une culture data Driven. Intgr des projets denvergure permettant en particulier nos clients B2B et ETI de...

Job DescriptionJob DescriptionFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.Summary The Client Service Coordinator...

Job DescriptionJob DescriptionHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate...

Job DescriptionJob DescriptionSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management...

Job DescriptionJob DescriptionSummaryThe Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor’s time. Strong leadership and project management skills are required for this position. In this role, you will oversee the day-to-day operations of a retail financial services practice specializing in...

The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service...

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling...

Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach....

Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts.  Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing...