Denver, Colorado, United States · On-site
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help …
Skills: Financial planning, Investment analysis, Client relationship management, Market research, Financial analysis
Tempe, Arizona, United States · On-site
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: Employee relations, Workplace investigations, Performance management, Employment law, Risk mitigation
Tempe, Arizona, United States · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client servi…
Skills: Data entry, Customer service, Attention to detail, Microsoft Office, Analytical skills
Tempe, Arizona, United States · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client servi…
Skills: Azure, Cloud strategy, Platform engineering, SRE, FinOps
Austin, Texas, United States · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client servi…
Skills: Advisor recruitment, Sales, Prospecting, Lead qualification, CRM
Austin, Texas, United States · On-site
ABOUT US: Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybri…
Skills: Financial services, Investment advisory, Securities, Business management, Consulting
Tempe, Arizona, United States · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client servi…
Skills: Team leadership, Performance management, Operational oversight, SLA adherence, Data analysis
Tempe, Arizona, United States · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client servi…
Skills: Corporate accounting, Financial close process, Treasury management, GAAP, Financial analysis
Denver, Colorado, United States · On-site
The Service Advisor supports the delivery of comprehensive financial planning and wealth management services to existing clients while developing toward future Lead Advisor responsibilities. This role partners closely wi…
Skills: Financial planning, Wealth management, Client relationship management, Investment implementation, Portfolio reviews
Denver, Colorado, United States · On-site
Position Summary The Client Service Coordinator & Receptionist is responsible for delivering a warm, professional, concierge-level experience to clients while supporting advisors and operations through meeting coordinati…
Skills: Client Service, Receptionist, Scheduling, Administrative Support, CRM
Tempe, Arizona, United States · On-site
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: Product support, SQL, Salesforce, Customer service, Troubleshooting
Tempe, Arizona, United States · On-site
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: Product ownership, Sitecore, CMS, Agile, Scrum
Grand Rapids, Michigan, United States · On-site
Lead with Purpose. Partner with Impact. Rinvelt & David is seeking a proactive and detail-oriented Administrative Office Assistant & Scheduler to join our team. The ideal candidate will demonstrate strong personal initia…
Skills: Administrative support, Scheduling, Client service, CRM management, Time management
Tempe, Arizona, United States · On-site
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: Wealth management, Contact center leadership, Client service, Operational performance, Workforce planning
Austin, Texas, United States · On-site
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: Product strategy, Roadmap development, Agile product management, Backlog prioritization, Requirements gathering
Scottsdale, Arizona, United States · On-site
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust servic…
Skills: Trust Administration, Account Administration, Leadership, Wealth Management, Estate Settlement
Tempe, Arizona, United States · On-site
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: People Leadership, Client Service Management, Operational Efficiency, Performance Coaching, Escalation Management
Schaumburg, Illinois, United States · On-site
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service a…
Skills: Customer Service, Problem Solving, Client Meeting Preparation, Account Maintenance, Compliance Standards
Chicago, Illinois, United States · On-site
Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service a…
Skills: Customer Service, Problem Solving, Client Meeting Preparation, Account Maintenance, Compliance Standards
Tempe, Arizona, United States · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client servi…
Skills: Cash Handling, Check Disbursements, Wire Transfers, EFT Processing, Blotter Reconciliation
Denver, Colorado, United States • On-site
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The Associate Advisor will participate in client meetings, prepare agendas, and assist in the development and implementation of comprehensive financial plans. They are also responsible for researching investment opportunities, monitoring client accounts, and maintaining strong client relationships.
Candidates must hold a bachelor's degree in finance, business, or a related field and possess at least 2 years of experience in the financial services industry. Preference is given to those with Series 7, 63, or 65 licenses and a desire to earn the CFP designation.
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
ResponsibilitiesThe industry-leading, independent advisor platform that empowers your success.
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.
Offices: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735, US
The industry-leading, independent advisor platform that empowers your success.
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.
Offices: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735, US
