Associate/Support Advisor
Kestra Financial Independent AdvisorNew York, United States
Posted May 16, 2025
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing.
Requirements
- Strong understanding of financial services industry and diverse investment products
- Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
