Associate/Service Wealth Advisor SilverStar Wealth Management
Kestra Financial Independent Advisor(1 year ago)
About this role
A mid-level client-facing advisory role at a growing wealth planning firm in Cypress, Texas, reporting to the Lead Advisor. The position supports the firm’s advisory team in delivering wealth planning and investment services to an established book of clients and is suited to a candidate with prior financial services experience.
Required Skills
- Client Management
- Financial Planning
- Investment Strategies
- Account Servicing
- Emoney
- Report Generation
- Relationship Building
- Communication
- Time Management
- Microsoft Office
+2 more
Qualifications
- Bachelor's Degree in Finance or Accounting (Preferred)
- Series 7 (Preferred)
- Series 63 (Preferred)
- Series 65/66 (Preferred)
- Texas Insurance License (Preferred)
About Kestra Financial Independent Advisor
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