- Kestra Financial Independent Advisor (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 Independent Advisor (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 (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
- 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 (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 (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 (Castle Rock, CO)
- …administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the ... administrative tasks and insurance underwriting + Manage data and plans in financial planning software + Responsible for client meeting preparation and follow-up… 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 (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 (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
- 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 (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 (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 (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 (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 (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
