Financial Advisor Associate
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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.
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