Senior Client Service Associate - Mission Financial Planners
Kestra Financial Independent AdvisorSan Antonio, Texas, United States
Posted May 14, 2026
Full Time
About the Company
Mission Financial Planners, LLC is a financial planning firm seeking a Senior Client Service Associate.
Job Description
Mission Financial Planners, LLC is seeking a Senior Client Service Associate to drive growth and operational efficiency. The ideal candidate is highly organized, detail-oriented, and committed to delivering exceptional client service.
Requirements
- Bachelor’s degree in a business-related field preferred
- 5+ years of experience in financial services
- Series 7 and 65/66 licenses preferred (or willingness to obtain)
