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Career opportunities at Kestra Financial Independent Advisor
Kestra Financial Independent Advisor
3 - 4 yrs
Plano, TX, USA
Keyskills :
Analysis , Commitment , Communication , Comprehensive , CRM Systems , Development , Documentation , Finance , Financial Advisory , Financial Markets , Financial Planning , Interpersonal Skills , Management , Market Research , Portfolio Management , Proactive , Professional Development , Research , Risk Tolerance , Tolerance
Designation:
N/A
Job Description:
Symphony Wealth Group, an independent financial advisory firm under Kestra Financial, is seeking a Wealth Management professional to enhance our team. As a member of Symphony Wealth Group, you will engage with high-net-worth clients, providing customized we…
Kestra Financial Independent Advisor
0 - 0 yrs
Avon, CT, USA
Keyskills :
Customer Service , Microsoft Office , Attention to Detail , Commitment , Communication , Comprehensive , Customer Relationship Management , Development , Insurance , Interpersonal Skills , Management , Management Systems , Onboarding , Proactive , Professional Development , Vision Insurance , Written Communication
Designation:
N/A
Job Description:
We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service. In this role, you will be the first point of contact for our clients, responsible for understanding their needs and…
Kestra Financial Independent Advisor
7 - 10 yrs
Avon, CT, USA
Keyskills :
Accounting , Comprehensive , CRM Systems , Development , Estate Planning , Finance , Financial Planning , Financial Planning Software , Focused , Highly Skilled , Insurance , Investment Advisory , Investment Management , Management , Portfolio Management , Professional Development , Reimbursement , Retirement Planning , Tax Efficiency , Vision Insurance
Designation:
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Job Description:
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 will have deep expertise in fi…
Kestra Financial Independent Advisor
3 - 5 yrs
Hartford, CT, USA
Keyskills :
Active listening , Communication , Critical Thinking , Estate Planning , Ethics , Financial Markets , Financial Planning , GRID , Implementation , Insurance , Learning , Management , Tax Planning , Trustworthy , Verbal Communication
Designation:
N/A
Job Description:
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 Mo…
Kestra Financial Independent Advisor
5 - 6 yrs
Columbia, MD, USA
Keyskills :
Accounting , Accounts , Affirmative Action , Articulate , Attention to Detail , Communication , Equal Employment Opportunity , Finance , Licensure , Office Equipment , Orientation , Ownership , Prioritization , Sound Judgment , Trading
Designation:
N/A
Job Description:
The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities. Essential Duties & Responsibilities : Client Responsib…
Kestra Financial Independent Advisor
1 - 3 yrs
Fort Worth, TX, USA
Keyskills :
Accounts , Ant , Communication , CURA , Customer Service , Data Entry , Filing , Investment Management , Management , Opera , Organizational Skills , Printing , Rational , Retirement Planning , Scanning , Workflow , XING
Designation:
N/A
Job Description:
Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager…
Kestra Financial Independent Advisor
2 - 0 yrs
Raleigh, NC, USA
Keyskills :
N/A
Designation:
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Job Description:
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 key role in the future success of our …
Kestra Financial Independent Advisor
3 - 0 yrs
Wappingers Falls, NY, USA
Keyskills :
N/A
Designation:
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Job Description:
Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunitiesPromote a…
Kestra Financial Independent Advisor
0 - yrs
Palo Alto, CA, USA
Keyskills :
N/A
Designation:
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Job Description:
Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs a…
Kestra Financial Independent Advisor
0 - yrs
Tampa, FL, USA
Keyskills :
N/A
Designation:
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Job Description:
Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits…
Kestra Financial Independent Advisor
0 - yrs
Deerfield, IL, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
Here at David A. Marcus and Associates, Inc., 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 the…
Kestra Financial Independent Advisor
0 - yrs
Denver, CO, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. 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 …
Kestra Financial Independent Advisor
0 - yrs
Fort Worth, TX, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
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 families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple ro…
Kestra Financial Independent Advisor
0 - yrs
Deerfield, IL, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
Here at David A. Marcus and Associates, Inc., 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 the…
Kestra Financial Independent Advisor
0 - yrs
Beaver, PA, USA
Keyskills :
N/A
Designation:
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Job Description:
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clien…
Kestra Financial Independent Advisor
0 - yrs
Sewickley, PA, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibili…
Kestra Financial Independent Advisor
0 - yrs
Raleigh, NC, USA
Keyskills :
N/A
Designation:
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Job Description:
The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large b…
Kestra Financial Independent Advisor
0 - yrs
Grapevine, TX, USA
Keyskills :
N/A
Designation:
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Job Description:
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of mana…
Kestra Financial Independent Advisor
0 - yrs
Cranbury, NJ, USA
Keyskills :
N/A
Designation:
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Job Description:
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 prof…
Kestra Financial Independent Advisor
0 - yrs
Pittsburgh, PA, USA
Keyskills :
N/A
Designation:
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Job Description:
Fellow Advisor, Do you feel unappreciated? Are your ideas not taken seriously? Are tired of making your bosses rich instead of yourself? Do you feel like you are a small fish in a big sea? Do you want to differentiate yourself? Do you want to be able…
Kestra Financial Independent Advisor
0 - 0 yrs
Richmond, VA, USA
Keyskills :
Customer Service , Assembling , Attention to Detail , Client Meeting , Commitment , Communication , Compliance , CRM Database , Database , Documentation , Financial Planning , Financial Services , Flexible Scheduling , Focused , Highly Organized , Kindness , Lasting Relationships , Maintenance , Management , Paperwork , Professionalism , Profit Sharing , Record Keeping , Report Generation , Sensitive , Sound Judgment , Workflow , Written Communication
Designation:
N/A
Job Description:
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, family-focused, approachable, and dedicated team environment. We seek an organized, reliable,…
Kestra Financial Independent Advisor
3 - 4 yrs
Castle Rock, CO, USA
Keyskills :
Accounting , Sales , Basic computer , Accountability , Articulate , Assembling , Business Objectives , Client Management , Client Meeting , Commitment , Communication , Credibility , Customer Relationship Management , Demonstration , Disability Insurance , Documentation , Finance , Financial Planning , Financial Planning Software , Financial Services , Health Insurance , Influence , Insurance , Management , Marketing , Organizational Skills , Paperwork , Professionalism , Profit Sharing , Rapport , Report Generation , Teamwork , Time Management , Underwriting , Work Independently , Writing
Designation:
N/A
Job Description:
Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the f…
Kestra Financial Independent Advisor
0 - 0 yrs
Avon, CT, USA
Keyskills :
Customer Service , Microsoft Office , Attention to Detail , Commitment , Communication , Comprehensive , Customer Relationship Management , Development , Insurance , Interpersonal Skills , Management , Management Systems , Onboarding , Proactive , Professional Development , Vision Insurance , Written Communication
Designation:
N/A
Job Description:
We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service. In this role, you will be the first point of contact for our clients, responsible for understanding their needs and…
Kestra Financial Independent Advisor
3 - 4 yrs
Cypress, TX, USA
Keyskills :
Accounting , Cypress , Sales , Basic computer , Accountability , Articulate , Assembling , Asset Allocation , Business Objectives , Client Management , Client Meeting , Commitment , Communication , Credibility , Customer Relationship Management , Demonstration , Design , Disability Insurance , Documentation , Finance , Financial Planning , Financial Planning Software , Financial Services , Influence , Insurance , Management , Marketing , Organizational Skills , Paperwork , Professionalism , Rapport , Report Generation , Teamwork , Time Management , Work Independently , Writing
Designation:
N/A
Job Description:
An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship …
Kestra Financial Independent Advisor
3 - 5 yrs
Hartford, CT, USA
Keyskills :
Active listening , Communication , Critical Thinking , Estate Planning , Ethics , Financial Markets , Financial Planning , GRID , Implementation , Insurance , Learning , Management , Tax Planning , Trustworthy , Verbal Communication
Designation:
N/A
Job Description:
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 Mo…
