Client-Focused Wealth Planning Advisor
Bluespring Wealth Partners, LLC
Kestra Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio support. You will review tax returns, assist with tax planning, and work with eMoney to maintain client plans under supervision of the Lead Advisor. You will meet with clients, refine financial plans, and ensure accurate implementation of recommendations while handling trades and ongoing plan reviews in a fast-paced environment. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
Vacancy posted 1 day ago
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