Client Service & Paraplanner for Retirement-Focused Planning

Kestra Technologies; Paris; Sur place; EUR 43 219 - 64 828; Plein temps

Avantages offerts par ce poste

100% health and dental insurance

401(k) with match

Profit Sharing Plan

Discretionary Quarterly Bonus

Résumé du poste

Kestra Technologies, based in France, is seeking a motivated financial services associate to maintain relationships with clients and assist with various transactions. The ideal candidate will have strong communication skills and experience in financial services.

Responsibilities include processing paperwork, responding to inquiries, and preparing for meetings. Compensation ranges from $50,000 to $75,000 and includes full health benefits, a 401(k) with match, and a quarterly bonus.

Qualifications

• 3 years or more experience in financial services.
• Active 7, 63 and 65, or Series 7 and 66 preferred.
• Texas Insurance License ideal.

Responsabilités

• Maintain ongoing relationships with existing clients.
• Process new account paperwork and distributions.
• Assist with administrative and marketing duties.

Connaissances

Client service orientation

Excellent written and oral communication skills

Ability to prioritize tasks

Outgoing personality

Formation

Bachelor's Degree

Outils

NFS

Redtail

Emoney

Description du poste

Kestra Technologies, based in France, is seeking a motivated financial services associate to maintain relationships with clients and assist with various transactions. The ideal candidate will have strong communication skills and experience in financial services.

Responsibilities include processing paperwork, responding to inquiries, and preparing for meetings. Compensation ranges from $50,000 to $75,000 and includes full health benefits, a 401(k) with match, and a quarterly bonus.