Associate/Support Advisor
Kestra Financial Independent Advisor(8 months ago)
About this role
The Associate/Service Advisor supports the Lead Advisor as the primary client contact, managing day-to-day client relationships and account servicing. The role requires a solid understanding of financial services and products and assists with client onboarding, documentation, and ongoing account maintenance.
Required Skills
- Client Management
- Account Servicing
- Financial Planning
- Asset Allocation
- Report Generation
- CRM
- Communication
- Time Management
- Organization
- Investment Products
+2 more
Qualifications
- Bachelor's Degree in Finance, Accounting, or Related Field
- Series 7
- Series 63
- Series 65/66 (Preferred)
About Kestra Financial Independent Advisor
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