Financial Planning Paraplanner & Client Prep Specialist
Kestra Financial
Kestra Financial is looking for a Support Advisor in Sewickley, PA, to provide technical support to the Lead Advisor. This includes data gathering, scenario building, and client meeting preparation. Candidates should have a Bachelor's degree in finance or accounting and at least 3 years of experience in the financial services industry. Skills in financial planning software, strong communication, and time management are essential. The role requires Series 7 and 63 qualifications, with Series 65/66 preferred. #J-18808-Ljbffr Kestra Financial
Vacancy posted 4 days ago
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