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 relationshipsno production requirements or expectationsstrong work ethic required and the ability to multi-taskhigh 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 relationshipsno production requirements or expectationsstrong work ethic required and the ability to multi-taskhigh 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 relationshipsno production requirements or expectationsstrong work ethic required and the ability to multi-taskhigh 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...

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...

Job 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...

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...

SummaryThe 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 retirement income and investment...

Symonds 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 attention...

New 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,...

Summary: 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...

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...

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...

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm...

The 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 ResponsibilitiesAssist in client...

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...