Client Experience Advisor – Financial Services (On-Site)

Kestra Financial; Village of Wappingers Falls (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Kestra Financial is seeking an Associate/Service Advisor based in Wappingers Falls, NY. The role involves acting as the primary contact for customer relationship management while supporting the Lead Advisor with client needs, meetings, and financial planning.

The ideal candidate must have at least 3 years in the financial services industry and a solid understanding of investment products. This full-time position requires on-site work five days a week.

Qualifications

• 3+ years of experience in the financial services industry.
• Strong understanding of broker/dealer operations.
• Knowledge of investment products such as equities and mutual funds.

Responsibilities

• Support Lead Advisor with client servicing and asset allocation.
• Prepare for client meetings and document follow-ups.
• Engage with clients to build and maintain relationships.

Skills

Understanding of financial services industry

Excellent communication skills

Time management

Organizational skills

Client relationship management

Education

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

Tools

Redtail client CRM

MoneyGuide Pro/Elite

eMoney

Morningstar Advisor Workstation

Job description

Kestra Financial is seeking an Associate/Service Advisor based in Wappingers Falls, NY. The role involves acting as the primary contact for customer relationship management while supporting the Lead Advisor with client needs, meetings, and financial planning.

The ideal candidate must have at least 3 years in the financial services industry and a solid understanding of investment products. This full-time position requires on-site work five days a week.