Financial Advisor Associate - Client Growth & Planning

Kestra Technologies is seeking an Associate Financial Advisor to manage client relationships and ensure excellent customer service. The ideal candidate will have at least 2 years of experience in the financial services sector, understanding broker/dealer operations and financial products.

Your role will involve developing investment strategies for clients, preparing for meetings, and maintaining a high standard of communication. Essential tools include proficiency in eMoney Advisor and basic skills in Microsoft Office.

The position offers a supportive work environment with paid time off, retirement plan matching, and available group life and disability insurance.