- 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 (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
- 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 (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 (Baltimore, MD)
- …advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, ... including potential participation in ownership. Key Responsibilities: . Develop comprehensive financial plans using eMoney. . Prepare reports and illustrations for… more
- Kestra Financial (Richmond, VA)
- The Ray Olson Family Financial Planning team is expanding! We're an independent firm specializing in evidence-based wealth management. We proudly foster a genuine, ... degree in a business-related field is preferred. + Previous experience with financial services and/or client services is preferred. Pay and Benefits + Salary… 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 (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 (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 (Cypress, TX)
- …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 ... including managing client needs regarding service, asset allocation, case design, and financial planning + Consult with clients on investment strategies based on… more
- Kestra Financial (Columbia, MD)
- …licensure for staff by state of client. + Submit correspondence and extensions to Kestra Financial for approval of staff written documents. + Maintain all ... compliant requirements. + Maintain Office lobby and kitchen with supplies and ensure "Client Ready" appearance. + Order/Maintain all needed office equipment/furniture/supplies. + Additional responsibilities may be assigned from time to time. Education &… 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 (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 (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 (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 (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 ... 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 (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 (Novi, MI)
- …and via phone, identifying potential benefits and services to enhance client's financial relationships. + Has regular contact with clients regarding accounts, and ... Maintain client information in CRM database (Redtail) + Data input for Financial Planning software system (Goals-Based Analysis and E-Money) + Other responsibilities… 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