Wealth Advisor Associate: Client Service & Planning

Kestra Financial

Cypress, TX

JOB DETAILS
SKILLS
Consulting, Customer Relationship Management (CRM), Customer Support/Service, Finance, Financial Planning, Financial Services, Investment Strategy, Sales Management
LOCATION
Cypress, TX
POSTED
Today

Kestra Financial in Cypress, Texas, is seeking an Associate/Service Wealth Advisor to support client relationship management and financial planning. The role involves managing client needs, consulting on investment strategies, and preparing for client meetings. Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in the financial services industry. Compensation is commensurate with experience and includes potential bonuses and insurance benefits.#J-18808-Ljbffr

About the Company

K

Kestra Financial