- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include: ... building, and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical… more
- Insight Global (Fort Worth, TX)
- …will focus on delivering comprehensive investment and financial planning support . Key responsibilities include executing trades and managing model portfolios ... Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement… more
- Vanguard (Dallas, TX)
- …professional growth. Qualifications: + 1-2 years of experience in advisory or paraplanner roles. + Undergraduate degree required. + SIE, Series 65/66 licenses ... the designation. We offer a corporate CFP program to support crew in acquiring the certification. + Regulatory licenses...Vanguard advised clients, ensuring you have the resources and support needed to succeed. * Impactful Work: Make a… more