Independent Wealth Advisor Associate | Grow Your Clientele

Kestra Technologies; Paris; Sur place; EUR 37 341 - 45 639; Plein temps

Résumé du poste

Kestra Technologies is seeking an Associate Financial Advisor in Paris, Nouvelle-Aquitaine, to assist with daily financial planning and client management. The ideal candidate will have at least three years of financial advising experience, along with the necessary licenses and a strong ethical foundation.

This role offers a competitive base income of $48,000 plus grid payouts, providing an opportunity for career growth in a service-oriented environment.

Qualifications

• Minimum 3-5 years of experience in financial advising.
• Excellent verbal communication, active listening, critical thinking, strong ethics.
• Clean record with SEC and FINRA.

Responsabilités

• Manage daily financial planning for clients.
• Service the needs of existing Peak Mountain Advisors clients.
• Transition existing book of business.

Connaissances

Trustworthy, sincere, charismatic

Deep understanding of financial markets

Ability to simplify complex financial concepts

Coachable and trainable

Formation

Life, Health and Accident License – State of CT

FINRA Series 7 License

FINRA 66 License

Description du poste

Kestra Technologies is seeking an Associate Financial Advisor in Paris, Nouvelle-Aquitaine, to assist with daily financial planning and client management. The ideal candidate will have at least three years of financial advising experience, along with the necessary licenses and a strong ethical foundation.

This role offers a competitive base income of $48,000 plus grid payouts, providing an opportunity for career growth in a service-oriented environment.