Financial Planning Client Advisor

Kestra Technologies; Paris; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

Kestra Technologies is seeking an Associate/Service Advisor to serve as the primary contact for customer relationship management. This full-time role will involve supporting the Lead Advisor with client needs, financial planning, and investment strategies, necessitating a deep understanding of the financial services industry.

The ideal candidate will hold a Bachelor's degree in finance or accounting and possess at least 3 years of relevant experience. Key tasks include managing client interactions and being active in marketing efforts.

Qualifications

• 3+ years of experience in the financial services industry.
• Must possess Series 7 and 63 licenses, Series 65/66 preferred.

Responsabilités

• Support Lead Advisor with client needs and financial planning.
• Manage client meeting preparations and follow-ups.
• Consult on investment strategies based on client objectives.
• Proactively communicate with clients regarding their needs.
• Engage in marketing and sales for the firm.

Connaissances

Financial services understanding

Communication skills

Time management

Organizational skills

Client relationship building

Formation

Bachelor's degree in finance, accounting, or related field

Outils

Redtail client CRM

MoneyGuide Pro/Elite

eMoney

Morningstar Advisor Workstation

Description du poste

Kestra Technologies is seeking an Associate/Service Advisor to serve as the primary contact for customer relationship management. This full-time role will involve supporting the Lead Advisor with client needs, financial planning, and investment strategies, necessitating a deep understanding of the financial services industry.

The ideal candidate will hold a Bachelor's degree in finance or accounting and possess at least 3 years of relevant experience. Key tasks include managing client interactions and being active in marketing efforts.