Financial Advisor Associate - Client Growth & Planning

Kestra Technologies; Paris; Sur place; EUR 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Paid time off

Retirement Plan with Matching Contribution

Group life and disability insurance available

Résumé du poste

Kestra Technologies is seeking an Associate Financial Advisor to manage client relationships and ensure excellent customer service. The ideal candidate will have at least 2 years of experience in the financial services sector, understanding broker/dealer operations and financial products.

Your role will involve developing investment strategies for clients, preparing for meetings, and maintaining a high standard of communication. Essential tools include proficiency in eMoney Advisor and basic skills in Microsoft Office.

The position offers a supportive work environment with paid time off, retirement plan matching, and available group life and disability insurance.

Qualifications

• 2+ years of experience in the financial services industry.
• Strong understanding of financial products and broker/dealer operations.
• Must be fully licensed with a Series 7 & 66 or 7, 63 & 65.

Responsabilités

• Manage client relationships and provide high-level customer service.
• Consult with clients on investment strategies and financial planning.
• Prepare for and follow up on client meetings and interactions.

Connaissances

Client relationship management

Investment strategy consultation

Data management in financial planning

Communication skills

Time management and organization

Sales and marketing engagement

Outils

eMoney Advisor

Microsoft Office Suite

Description du poste

Kestra Technologies is seeking an Associate Financial Advisor to manage client relationships and ensure excellent customer service. The ideal candidate will have at least 2 years of experience in the financial services sector, understanding broker/dealer operations and financial products.

Your role will involve developing investment strategies for clients, preparing for meetings, and maintaining a high standard of communication. Essential tools include proficiency in eMoney Advisor and basic skills in Microsoft Office.

The position offers a supportive work environment with paid time off, retirement plan matching, and available group life and disability insurance.