Senior Sales Associate

Kestra Financial Independent Advisor(2 years ago)

Palo Alto, CAOnsiteFull TimeSenior$50,000 - $60,000Sales

About this role

The Senior Sales Associate supports the Financial Advisor in managing client relationships and developing new prospects within an independent financial services setting. The role focuses on client education and delivering timely, professional service to help grow the firm's client base and revenue in Palo Alto, CA.

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Required Skills

Business Development
Networking
Prospecting
Account Management
Client Relations
Sales Presentations
CRM
Microsoft Excel
Communication
Time Management

+2 more

Qualifications

Series 7
Series 65
Series 66
Bachelor's Degree

About Kestra Financial Independent Advisor

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Facebook 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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