Paraplanner/Support Advisor
Kestra Financial Independent Advisor(8 months ago)
About this role
The Support Advisor assists the Lead Advisor in a wealth management practice, providing technical and operational support to client engagements. This is a development role intended to prepare the incumbent to independently service clients while working within broker/dealer systems and financial planning platforms.
Required Skills
- Data Gathering
- Financial Modeling
- Case Design
- Scenario Building
- Plan Development
- Presentation Development
- Client Service
- Technical Support
- Financial Software
- Account Reviews
+7 more
Qualifications
- Bachelor's Degree in Finance, Accounting or Related Field
- Series 7
- Series 63
- Series 65/66
- CFP (Preferred)
- CIMA (Preferred)
About Kestra Financial Independent Advisor
facebook.comFacebook is a leading social media platform that allows users to connect and share with friends, family, and communities around the world. Through features such as posts, messaging, and content sharing, it fosters virtual interactions and social networking. Facebook also serves businesses and organizations by offering advertising solutions, tools for community engagement, and integration with e-commerce functionalities. With its expansive user base, Facebook plays a significant role in shaping social dynamics and digital communication globally.
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