- 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
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