Wealth Advisor Associate: Client Service & Planning

Kestra Financial; Cypress (TX); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Potential for attractive quarterly bonuses

Matching 401(k) plan

Health, life, and disability insurance

Job summary

Kestra Financial in Cypress, Texas, is seeking an Associate/Service Wealth Advisor to support client relationship management and financial planning. The role involves managing client needs, consulting on investment strategies, and preparing for client meetings. Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in the financial services industry. Compensation is commensurate with experience and includes potential bonuses and insurance benefits.

Qualifications

• Strong understanding of the financial services industry and diverse investment products.
• 3+ years of experience in the financial services industry.
• Bachelor's degree in finance, accounting, or related field preferred.

Responsibilities

• Support Lead Advisor with managing client needs and financial planning.
• Consult with clients on investment strategies based on financial objectives.
• Responsible for client meeting preparation, follow-up, and documentation.

Skills

Strong understanding of financial services

Excellent communication skills

Time management and organizational skills

Ability to build relationships

Education

Bachelor's degree in finance or related field

3+ years of experience in financial services

Tools

Emoney financial planning software

Basic skills in Outlook, Word, Excel, PowerPoint

Job description

Kestra Financial in Cypress, Texas, is seeking an Associate/Service Wealth Advisor to support client relationship management and financial planning. The role involves managing client needs, consulting on investment strategies, and preparing for client meetings. Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in the financial services industry. Compensation is commensurate with experience and includes potential bonuses and insurance benefits.