Kestra Financial Independent Advisor in United States
29 jobs at Kestra Financial Independent Advisor in United States
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Financial Planner
15 hours ago
Kestra Financial Independent Advisor 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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Financial Advisor/Paraplanner
1 day ago
Kestra Financial Independent Advisor Pittsburgh, United StatesJob Description · Job DescriptionFellow 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 ...
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Lead Advisor
2 days ago
Kestra Financial Independent Advisor Wappingers Falls, United StatesJob Description · Job DescriptionSummary · 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 opportu ...
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Investment Operations
1 day ago
Kestra Financial Independent Advisor Columbia, United StatesJob Description · Job DescriptionThe 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: · Cl ...
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Client Service Associate
1 week ago
Kestra Financial Independent Advisor 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 orga ...
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Client Service Associate
5 days ago
Kestra Financial Independent Advisor Kalamazoo, United StatesJob Description · Job DescriptionSummary: Financial Plan · ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This positi ...
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Senior Financial Advisor/Planner
2 days ago
Kestra Financial Independent Advisor Avon, United StatesJob Description · Job DescriptionWorking 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 pro ...
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Kestra Financial Independent Advisor Avon, United StatesThe Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning pr ...
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Client Service Associate
6 days ago
Kestra Financial Independent Advisor 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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Financial Advisor/Paraplanner
6 hours ago
Kestra Financial Independent Advisor Pittsburgh, United StatesFellow 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 to let your creat ...
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Client Service Associate
5 days ago
Kestra Financial Independent Advisor Raleigh, United StatesJob Description · Job DescriptionWho 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 succ ...
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Kestra Financial Independent Advisor Bellaire, United StatesJob Description · Job DescriptionWe 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 a ...
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Client Service Coordinator
5 days ago
Kestra Financial Independent Advisor Raleigh, United StatesJob Description · Job DescriptionThe 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 o ...
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Client Services Associate
4 days ago
Kestra Financial Independent Advisor Grapevine, United StatesJob Description · Job DescriptionFull-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 ...
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Operations Associate
4 days ago
Kestra Financial Independent Advisor Fort Worth, United StatesJob Description · Job DescriptionSymonds 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: Oper ...
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Investment Services Client Representative
2 days ago
Kestra Financial Independent Advisor Deerfield, United StatesJob Description · Job DescriptionHere 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 ac ...
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Kestra Financial Independent Advisor Beaver, United StatesJob Description · Job DescriptionThe 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 ...
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Kestra Financial Independent Advisor 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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Client Service Coordinator
2 days ago
Kestra Financial Independent Advisor Head of Westport, United StatesJob Description · Job DescriptionFinancial 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 ...
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Client Service Associate
5 days ago
Kestra Financial Independent Advisor Avon, United StatesJob Description · Job DescriptionThis 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 ove ...