Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service.
As a Surveillance Analyst at Kestra Financial, you will assist the firm in mitigating risk conditions associated with client accounts and financial advisor activities. You will perform analysis and communicate with financial advisors and Manager to resolve issues and document resolutions.
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service.
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