Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent AdvisorTexas, United States
Posted May 4, 2022
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
Waterworth Wealth Advisors is seeking a motivated Client Relations Associate to support the firm's growing financial planning operations. This role involves managing customer relationships, assisting with client meetings, handling administrative tasks, and supporting business objectives. The company emphasizes integrity, trust, and holistic financial strategies.
Requirements
- Bachelor's Degree
- 3+ years executive administrative experience
- Financial services industry experience preferred
- Strong written and verbal communication skills
- Proficiency with CRM Systems (Outlook, Microsoft Office, etc.)
- Basic knowledge of financial principles
Benefits
- PTO and Holidays
- Discounted gym rates
- Health benefits
- Birthday and Team Celebrations
