Wealth Planning Associate
Bluespring Wealth Partners
Kestra Financial is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio management support. You will review tax returns, assist with tax planning strategies, and use eMoney to analyze and maintain client plans. You will collaborate with the Lead Advisor to ensure accurate implementation of recommendations and trade execution. The role requires 2+ years in financial services, familiarity with retirement accounts, and proficiency with Salesforce and #J-18808-Ljbffr
Vacancy posted 2 days ago
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