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Advisor Operations Specialist: Master Managed Accounts

Kestra Financial

Kestra Financial is a wealth management platform empowering independent financial professionals to grow their businesses and deliver exceptional client service. The Advisory Operations Specialists team handles managed accounts and AdvisorEnterprise, serving as the primary contact for operational needs and ensuring top‑notch customer service. You will build relationships with leading firms, support advisor success, and become an expert on our advisory platforms while coordinating with Envestnet #J-18808-Ljbffr Kestra Financial

Vacancy posted more than 2 months ago

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