Financial Planning Client Advisor

Kestra Technologies is seeking an Associate/Service Advisor to serve as the primary contact for customer relationship management. This full-time role will involve supporting the Lead Advisor with client needs, financial planning, and investment strategies, necessitating a deep understanding of the financial services industry.

The ideal candidate will hold a Bachelor's degree in finance or accounting and possess at least 3 years of relevant experience. Key tasks include managing client interactions and being active in marketing efforts.