Wealth Planning Advisor | Tax-Savvy Client Partner

Kestra Holdings

Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools. You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in #J-18808-Ljbffr Kestra Holdings

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Vacancy posted 2 days ago

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