Financial Planning Associate & Client Advisor

Kestra Financial Independent Advisor; Village of Wappingers Falls (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking an Associate/Service Advisor to support the Lead Advisor in managing client relationships and account servicing. This role requires a strong understanding of the financial services industry, excellent communication skills, and the ability to manage multiple tasks effectively. The ideal candidate will have a Bachelor’s degree in finance and relevant experience in the financial services sector.

Qualifications

• 3+ years of experience in the financial services industry.
• Strong understanding of broker/dealer operations and financial products.

Responsibilities

• Supports Lead Advisor with client needs and financial planning.
• Manages data in financial planning software.
• Deepens client relationships and communicates proactively.

Skills

Communication

Time Management

Relationship Building

Education

Bachelor’s degree in finance

Tools

Redtail CRM

MoneyGuide Pro/Elite

eMoney

Morningstar Advisor Workstation

Job description

A leading financial services firm is seeking an Associate/Service Advisor to support the Lead Advisor in managing client relationships and account servicing. This role requires a strong understanding of the financial services industry, excellent communication skills, and the ability to manage multiple tasks effectively. The ideal candidate will have a Bachelor’s degree in finance and relevant experience in the financial services sector.