- Kestra Financial (Columbus, OH)
- …and time management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/Operations Director of a large book of business including handling ... all administrative functions for Financial Advisors and the firm + Regular client interaction...candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of… more
- Kestra Financial (Avon, CT)
- …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 ... database. + Protects clients' rights by maintaining confidentiality of personal and financial information. + Performs tasks in a manner that displays a commitment… more
- Kestra Financial (Bellaire, TX)
- We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a ... . Assist with administrative and marketing duties. . Potential to become a financial advisor. Qualifications: * Bachelor's Degree preferred * Active 7, 63 and 65,… more
- Kestra Financial (Deerfield, IL)
- …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 ... in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills (Outlook, Word, Excel and… more
- Kestra Financial (Palo Alto, CA)
- …to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing prospects. This ... candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of...a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities,… more
- Kestra Financial (Deerfield, IL)
- …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 service" firm allows for us to better service our client needs from personal investing and retirement planning to… more
- Kestra Financial (Avon, CT)
- 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...and long-term care) preferable -join the firm recently awarded Kestra 's Top Firm for Growth in the country (2023)… more
- Kestra Financial (Fort Worth, TX)
- 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 ... and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day… more
- Kestra Financial (Raleigh, NC)
- …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 * Regular client interaction including appointment scheduling and correspondence; answer… more
- Kestra Financial (Kalamazoo, MI)
- Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy ... + The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and … more
- Kestra Financial (Avon, CT)
- 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 ... individual to become licensed and involved in some parts of the financial planning process. This role will include administrative and operational activities, but… more
- Kestra Financial (Grapevine, TX)
- …Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity ... who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various… more
- Kestra Financial (Wappingers Falls, NY)
- …community + Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews + ... + The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and … more
- Kestra Financial (Raleigh, NC)
- 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...life, which we use to help them pursue their financial goals and work toward creating the life they… more
- Kestra Financial (Tampa, FL)
- Adcock Financial Group of Tampa, FL, a past winner...insurance licenses. This is your chance to join a financial services firm that is focused on forming great ... clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial ...Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires… more
- Kestra Financial (Pittsburgh, PA)
- …Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their ... data + Conduct SWOT analysis to determine client overall financial health + Develop and deliver customized client recommendations...Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in… more
- Kestra Financial (Denver, CO)
- …We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their ... financial objectives and provide them with peace of mind....an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on… more
- Kestra Financial (Fort Worth, TX)
- …and Duties + Operational Duties + Follow necessary steps for investment account creation + Continuous follow up on outstanding requirements during account creation ... and account funding + Communicate over the phone and email to gather requirements for account creation + Adding, updating, and completing workflows within our CRM system + Address work items in NOT IN GOOD ORDER (NIGO) status + Add and edit account features… more
- Kestra Financial (Cranbury, NJ)
- 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...will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their … more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer ... + The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and … more