Associate/Service Wealth Advisor SilverStar Wealth Management
Kestra Financial Independent AdvisorTexas, United States
Posted June 21, 2024
Full Time
About the Company
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Job Description
An established and growing wealth planning firm is seeking an Associate/Service Wealth Advisor to report to a Lead Advisor. This role involves client relationship management, account servicing, and handling a large book of business. The ideal candidate will have a strong understanding of the financial services industry and be able to provide personalized financial planning advice.
Requirements
- Support Lead Advisor with client needs.
- Manage client portfolio, including asset allocation and case design.
- Manage data within financial planning software (Emoney).
- Prepare meeting materials, account reviews, and reports.
- Identify and pursue sales and asset retention opportunities.
- Build client relationships and establish credibility.
Benefits
- Health insurance
- Life insurance
- Disability insurance
