Financial Planning Client Advisor

Kestra Technologies is seeking an Associate Advisor to join our Catalyst Retirement Advisors team in Paris. You will work with an experienced financial advisor, participate in client meetings, and gain hands-on experience creating and implementing financial plans.You will need a finance-related degree, at least 2 years in financial services, and licenses...

Kestra Technologies is looking for an Associate/Service Wealth Advisor to handle client relationship management and account servicing. The ideal candidate will have a comprehensive understanding of financial services and will work closely with the Lead Advisor.This role requires excellent communication skills and the ability to manage multiple tasks...

Kestra Technologies is seeking a Client Service Associate in Paris, France. This role is integral to our operations, ensuring timely and professional client service.Responsibilities include preparing for client meetings, managing account paperwork, and resolving client needs. The ideal candidate possesses excellent communication and organizational skills and...

Kestra Technologies in Paris seeks a Service Advisor to support comprehensive financial planning and wealth management for existing clients, while developing toward Lead Advisor responsibilities. You will collaborate with Lead Advisors, present planning recommendations, coordinate implementation, and maintain proactive client communication to strengthen...

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for...

Kestra Technologies is seeking a Financial Planning Specialist in France to support our financial planners by conducting in-depth financial analysis and preparing comprehensive financial plans. You will collaborate with advisors and clients to develop tailored strategies and ensure exceptional service.The ideal candidate will have a Bachelor’s degree in...

OverviewKestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will...

Independent Financial Advisor — succession opportunityFull-time book of business transition, 4–6 year timelineAbout the opportunity:We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity...