Paraplanner & Client Service Specialist — Path to Advisor

Kestra Financial; Bellaire (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health and dental insurance

401(k) with match

Profit sharing plan

Discretionary quarterly bonus

Job summary

Kestra Financial is seeking a committed individual to join our Bellaire, Texas practice as a full-time client service professional. The role focuses on maintaining relationships, processing accounts and transactions, and helping clients with access and inquiries while supporting compliance and marketing tasks.

Qualified candidates will have strong communication skills, the ability to prioritize tasks, and a client-focused mindset.

Qualifications

• Bachelor's degree preferred.
• Active 7, 63 and 65, or Series 7 and 66 preferred.
• Texas Insurance License ideal.

Responsibilities

• Maintain ongoing relationships with existing clients.
• Process new account paperwork.
• Process distributions, Roth conversions, and other transactions.
• Respond to client inquiries.
• Schedule meetings with clients.
• Assist clients with website access, password resets, etc
• Prepare for and follow up on client meetings.
• Responsible for meeting compliance requirements.
• Assist with administrative and marketing duties.
• Potential to become a financial advisor.

Skills

Excellent communication

Prioritize tasks

Client service orientation

Outgoing personality

Familiarity with NFS

Education

Bachelor's Degree preferred

Active 7, 63 and 65, or Series 7 and 66 preferred

Texas Insurance License ideal

Tools

NFS

Redtail

Emoney

Job description

Kestra Financial is seeking a committed individual to join our Bellaire, Texas practice as a full-time client service professional. The role focuses on maintaining relationships, processing accounts and transactions, and helping clients with access and inquiries while supporting compliance and marketing tasks.

Qualified candidates will have strong communication skills, the ability to prioritize tasks, and a client-focused mindset.