Client Relations Associate - Path to Junior Advisor
Kestra Holdings
Kestra Holdings in Lincolnton, NC is seeking a Client Relationship Associate to support the Investment Advisor in delivering exceptional client service and managing account operations. This role is designed as a development pathway towards becoming a Junior Investment Advisor, offering hands-on exposure to financial planning and portfolio management. Candidates should possess a client-first mindset, strong analytical skills, and the desire to obtain the Series 65 license within 120 days of employment. Competitive benefits and a supportive environment are offered. #J-18808-Ljbffr Kestra Holdings
Vacancy posted 10 hours ago
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