Kestra Financial in United States
18 jobs at Kestra Financial in United States
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Financial Advisor
23 hours ago
Kestra Financial Cranbury, United StatesNew 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 professionals. In this role, ...
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Client Service Associate
6 days ago
Kestra Financial Avon, United StatesThis role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our ...
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Operations Manager
1 day ago
Kestra Financial Fort Worth, United StatesSummary · The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor's time. Strong leadership and project management skills are required for this position. In this role, you will oversee the day-to-day operations of a ret ...
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Financial Planner
1 day ago
Kestra Financial Fort Worth, United StatesSymonds 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 roles including investment p ...
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Client Service Coordinator
20 hours ago
Kestra Financial Westport, United StatesFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish thei ...
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Senior Financial Advisor/Planner
1 day ago
Kestra Financial Avon, United StatesWorking 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 relationships · no production requirements or expectations · ...
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Investment Services Client Representative
23 hours ago
Kestra Financial Deerfield, United StatesHere 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 their own goals, our firm a ...
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Kestra Financial Beaver, United StatesThe 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 clients in a timely, efficien ...
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Client Service Coordinator
6 days ago
Kestra Financial Sewickley, United StatesThe 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 Responsibilities:Supports Financia ...
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Financial Advisor
6 days ago
Kestra Financial Cranbury, United StatesNew 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 professionals. In this role, ...
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Client Service Coordinator
3 days ago
Kestra Financial Sewickley, United StatesThe 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 Responsibilities: · Supports Fin ...
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Investment Operations
1 day ago
Kestra Financial Columbia, United StatesThe 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 Responsibilities · Record con ...
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Investment Services Client Representative
6 days ago
Kestra Financial Deerfield, United StatesHere 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 their own goals, our firm a ...
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Kestra Financial Bellaire, United StatesWe 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 difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow wi ...
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Operations Project Manager
1 week ago
Kestra Financial Austin, United StatesKestra Private Wealth Services, an independent, wholly owned RIA subsidiary of Kestra Financial, seeks a Director of Operations & Administration. The ideal candidate will have working familiarity with the financial services business generally and be adept at efficiently managing ...
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Client Service Associate
2 days ago
Kestra Financial Raleigh, United StatesWho 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 growing high quality o ...
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Lead Advisor
6 days ago
Kestra Financial Wappingers Falls, United StatesSummary · 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 opportunities · Promote and cultivate firm ...
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Senior Sales Associate
6 days ago
Kestra Financial Palo Alto, United StatesAre 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 and developing prospects. ...