- Kestra Financial (San Antonio, TX)
- As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial ... ensure that our clients receive tailored solutions that align with their financial goals. Key Responsibilities: + Assist in the preparation, analysis, and… more
- Kestra Financial (Plano, TX)
- …in administrative support in a professional environment. * High School Diploma or Associate's degree required * Previous experience in financial services a plus ... This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities * Support Advisors of a growing book… more
- Kestra Financial (West Hartford, CT)
- Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive ... work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are… more
- Kestra Financial (Sewickley, PA)
- …prepare to service clients independently + Manage data and plans in financial planning software + Responsible for client meeting preparation and follow-up including ... Ability to quickly mater tools of the industry - financial planning software, analytical tools and broker/dealer or custodian...candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of… more
- Kestra Financial (Wappingers Falls, NY)
- …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 ... managing client needs regarding service, asset allocation, case design and financial planning + Responsible for client meeting preparation and follow-up, including… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible ... retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this...you are passionate about helping others plan for their financial future and possess a meticulous attention to detail,… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial ... planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible ... retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this...you are passionate about helping others plan for their financial future and possess a meticulous attention to detail,… more
- Kestra Financial (Maple Grove, MN)
- We're building more than a tax practice-we're building a financial planning powerhouse. At Magnetic North Tax & Accounting, part of a growing wealth advisory firm, ... HNW clients + Build workflows, templates, and systems for scale + Collaborate with financial advisors on integrated client plans + Stay current on tax code changes… more
- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... financial planning and wealth management services. The ideal candidate...services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning,… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. ... client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking ... for someone to help manage daily financial planning and service the needs of existing Peak...and new clientele. This position is perfect for a financial advisor who is eager to succeed in the… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of...allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning… more