CFP Wealth Advisor — Growth Path to Ownership

Kestra Technologies; Paris; Sur place; EUR 86 438 - 112 369; Plein temps

Avantages offerts par ce poste

401k

Life, health, and disability insurance

Defined career path

Résumé du poste

Kestra Technologies is seeking a career-oriented Service Advisor in Paris, France. The role supports lead advisors in managing client portfolios and enhancing relationships. With 3-5 years of experience required, candidates should hold a CFP designation and licenses Series 7, 66 or 65.

This position offers a competitive salary between $100,000 and $130,000, alongside a comprehensive benefits package, including 401k and health insurance. A defined career path with growth opportunities is also available.

Qualifications

• 3-5 years of experience in financial services.
• CFP designation and Series 7 and 66 or 65 licenses required.
• Proficiency in financial planning software.

Responsabilités

• Develop comprehensive financial plans using eMoney.
• Prepare reports and illustrations for client meetings.
• Participate in client meetings to provide real-time support.

Connaissances

Financial planning

Client relationship management

Organizational skills

Team-oriented mindset

Formation

Bachelor’s degree

CFP designation

Outils

eMoney

CRM platforms (Redtail or similar)

MS365

Excel

Description du poste

Kestra Technologies is seeking a career-oriented Service Advisor in Paris, France. The role supports lead advisors in managing client portfolios and enhancing relationships. With 3-5 years of experience required, candidates should hold a CFP designation and licenses Series 7, 66 or 65.

This position offers a competitive salary between $100,000 and $130,000, alongside a comprehensive benefits package, including 401k and health insurance. A defined career path with growth opportunities is also available.