Wealth Advisor Associate — Client Service & Planning

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

Avantages offerts par ce poste

Health, life, and disability insurance

Quarterly bonuses potential

Matching 401(k) plan

Résumé du poste

Kestra Technologies is looking for an Associate/Service Wealth Advisor to handle client relationship management and account servicing. The ideal candidate will have a comprehensive understanding of financial services and will work closely with the Lead Advisor.

This role requires excellent communication skills and the ability to manage multiple tasks efficiently. A Bachelor’s degree in finance or a related field is preferred, along with 3+ years of experience in the industry.

Qualifications

• 3+ years of experience in the financial services industry.
• Strong understanding of broker/dealer operations.
• Proficiency in equities, bonds, options, mutual funds, and insurance.

Responsabilités

• Manage client needs regarding service and financial planning.
• Consult clients on investment strategies.
• Prepare and follow-up client meetings.

Connaissances

Understanding of financial services

Excellent communication skills

Time management

Basic computer skills (Outlook, Word, Excel, PowerPoint)

Formation

Bachelor’s degree in finance or related field

Outils

Financial planning software (Emoney)

Description du poste

Kestra Technologies is looking for an Associate/Service Wealth Advisor to handle client relationship management and account servicing. The ideal candidate will have a comprehensive understanding of financial services and will work closely with the Lead Advisor.

This role requires excellent communication skills and the ability to manage multiple tasks efficiently. A Bachelor’s degree in finance or a related field is preferred, along with 3+ years of experience in the industry.