Service Advisor

Kestra Holdings; Lincolnshire (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Collaborative environment

Growth opportunities

Job summary

Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools.

You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or wealth management.
• Experience with financial planning tools such as eMoney strongly preferred.
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required.
• Active Series 65 required.

Responsibilities

• Meet with clients regularly to review financial plans, updates, and recommendations.
• Collaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectives.
• Support ongoing plan reviews and updates based on life events, market changes, and regulatory updates.
• Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks.
• Assist the Lead Advisor in implementing tax‑efficient financial plans.
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization.
• Assist the Lead Advisor in developing customized financial strategies aligned with clients’ short- and long‑term goals, including retirement income and wealth accumulation.
• Analyze financial data to support recommendations around investments, retirement planning, and cash flow.
• Maintain accurate and up‑to‑date client financial data within eMoney and internal systems.
• Identify gaps in financial plans and recommend actionable solutions to improve outcomes.
• Prepare and present planning scenarios and projections (e.g., retirement income modeling and cash flow analysis).

Skills

Client service

Communication

Attention to detail

Time management

Problem solving

Series 65

Education

Bachelor’s degree in Finance/Business

Tools

Salesforce

Black Diamond

Microsoft Office

eMoney

Job description

Lead with Purpose. Partner with Impact.

The Service Advisor is responsible for delivering high-quality client service, financial analysis, and portfolio management support. This role involves direct client interaction, reviewing tax returns, assisting with tax planning strategies, and leveraging financial planning tools such as eMoney to analyze and maintain comprehensive client plans. The Service Advisor works closely with the Lead Advisor to ensure accurate implementation of recommendations and execution of trades.

What You'll Do:

• Meet with clients regularly to review financial plans, updates, and recommendations
• Collaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectives
• Support ongoing plan reviews and updates based on life events, market changes, and regulatory updates
• Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks
• Assist the Lead Advisor in implementing tax‑efficient financial plans
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization
• Assist the Lead Advisor in developing customized financial strategies aligned with clients’ short- and long‑term goals, including retirement income and wealth accumulation
• Analyze financial data to support recommendations around investments, retirement planning, and cash flow
• Maintain accurate and up‑to‑date client financial data within eMoney and internal systems
• Identify gaps in financial plans and recommend actionable solutions to improve outcomes
• Prepare and present planning scenarios and projections (e.g., retirement income modeling and cash flow analysis)

What You Bring:

• Bachelor’s degree in Finance, Business, or related field preferred
• 2+ years of experience in financial services or wealth management
• Experience with financial planning tools such as eMoney strongly preferred
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required
• Experience reviewing tax returns and applying insights to financial planning is a plus
• Strong client service and communication skills
• High attention to detail and accuracy in both operational and analytical work
• Ability to balance client interaction with transactional and analytical responsibilities
• Strong problem‑solving and critical thinking abilities
• Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office
• Ability to manage competing priorities in a fast‑paced, deadline‑driven environment
• Active Series 65 required

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.