Jobs: Kestra Financial Independent Advisor
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Associate Financial Advisor
5 days ago
Avon, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionWorking 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.-no production requirements or expectations-strong work ethic required and the ability to multi-task-basic understanding of insurance (life,...
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Senior Financial Advisor/Planner
4 days ago
Avon, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionWorking 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...
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Senior Financial Advisor/Planner
Found in: Resume Library US A2 - 4 days ago
Avon, Connecticut, United States Kestra Financial Independent Advisor Full timeWorking 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...
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Financial Advisor
Found in: Resume Library US A2 - 3 days ago
Cranbury, New Jersey, United States Kestra Financial Independent Advisor Full timeNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...
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Financial Advisor
5 days ago
Cranbury, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to...
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Software Engineer
Found in: Lensa US P 2 C2 - 1 week ago
Austin, United States Kestra PWS Full timeEncino Building #2, Austin, Texas, United States of America Job Description Posted Monday, February 5, 2024 at 6:00 AM ABOUT US: Come join the dynamic team at Kestra Financial Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper,...
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QA Automation Engineer
Found in: Lensa US P 2 C2 - 7 days ago
Austin, United States Kestra PWS Full timeEncino Building #2, Austin, Texas, United States of America Job Description Posted Wednesday, January 10, 2024 at 6:00 AM ABOUT US: Come join the dynamic team at Kestra Financial Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper,...
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Financial Planner
1 day ago
Fort Worth, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...
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Financial Planner
Found in: Resume Library US A2 - 5 days ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high...
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Data Engineering Architect
Found in: Lensa US P 2 C2 - 7 days ago
Austin, United States Kestra PWS Full timeEncino Building #2, Austin, Texas, United States of America Job Description Posted Monday, March 11, 2024 at 5:00 AM ABOUT US: Come join the dynamic team at Kestra Financial Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper,...
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Client Service Associate Stone Point Financial Services
Found in: Lensa US P 2 C2 - 6 days ago
Beaver, United States Kestra Financial Independent Advisor Full timeThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities Assist in...
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Client Service Associate Stone Point Financial Services
Found in: Resume Library US A2 - 3 days ago
Beaver, Pennsylvania, United States Kestra Financial Independent Advisor Full timeThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Assist in...
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Client Service Associate Stone Point Financial Services
Found in: Lensa US P 2 C2 - 7 days ago
Beaver, United States Kestra Financial Independent Advisor Full timeThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Assist in...
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Beaver, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and...
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Beaver, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and...
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Lead Advisor
5 days ago
Wappingers Falls, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunitiesPromote and cultivate firm reputation among referral sources and the communityConsult...
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Client Services Associate
Found in: Resume Library US A2 - 5 days ago
Grapevine, Texas, United States Kestra Financial Independent Advisor Full timeFull-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....
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Client Services Associate
7 days ago
Grapevine, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionFull-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,...
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Client Service Associate
Found in: Lensa US P 2 C2 - 7 days ago
Kalamazoo, United States Kestra Financial Independent Advisor Full timeSummary: 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 skills.Essential Duties and...
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Willoughby, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Coordinator reports to the Senior Client Service Associate/Office Manager and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail and time management skills. ResponsibilitiesSupports Financial Advisor/Senior Client Service Associate of a...