Client Service Representative/Paraplanner Park Place Financial
Kestra Financial Independent Advisor(2 years ago)
About this role
An independent financial planning firm in Bellaire, Texas is seeking a full-time, in-office associate to join its team serving retired and soon-to-retire clients. The firm focuses on tax-conscious retirement planning and strategies to help clients avoid outliving their money. The role offers growth potential with a path to become a financial advisor.
Required Skills
- Client Service
- Account Processing
- Transaction Processing
- Scheduling
- Meeting Preparation
- Compliance
- Administrative Support
- Marketing Support
- NFS
- Redtail
+1 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Texas Insurance License
- Background Check with Fingerprinting
About Kestra Financial Independent Advisor
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