Client Wealth Planning Advisor
Kestra Financial
Kestra Financial is seeking a Service Advisor to deliver high-quality client service, perform financial analysis, and support portfolio management. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations. This role emphasizes tax planning, use of eMoney, and maintaining accurate client data. Strong communication and detail orientation are essential for success in a fast-paced environment. #J-18808-Ljbffr Kestra Financial
Vacancy posted 1 day ago
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