Client Service Representative/Paraplanner Park Place Financial
Kestra Financial Independent AdvisorTexas, United States
Posted January 31, 2024
50000 - 75000 USD year
Full Time
About the Company
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Job Description
This is an independent financial planning firm seeking a highly motivated and client-focused Service Representative with experience working with retirees. The role involves client relationship management, account processing, and administrative assistance. There is potential to grow into a financial advisor role.
Requirements
- Maintain ongoing client relationships
- Process accounts and transactions
- Respond to client inquiries
- Schedule client meetings
- Assist clients with website access
- Ensure compliance
- Assist with administrative duties
- Pass background check
Benefits
- Employer pays health and dental
- Employer matches 401(k)
- Profit Sharing Plan
- Discretionary Quarterly Bonus
