Paraplanner & Client Service Specialist — Path to Advisor
Listed on 2026-10-06
-
Finance & Banking
Accounting & Finance -
Customer Service/HelpDesk
Kestra Financial is seeking a committed individual to join our Bellaire, Texas practice as a full-time client service professional. The role focuses on maintaining relationships, processing accounts and transactions, and helping clients with access and inquiries while supporting compliance and marketing tasks.
Qualified candidates will have strong communication skills, the ability to prioritize tasks, and a client-focused mindset.
As a Paraplanner & Client Service Specialist — Path to Advisor, you will play an important part at Kestra Financial in Bellaire, TX, United States.
We are currently recruiting a Paraplanner & Client Service Specialist — Path to Advisor for our team in Bellaire, TX, United States.
This is a great role to take on the Paraplanner & Client Service Specialist — Path to Advisor role at Kestra Financial.
We invite applications for the Paraplanner & Client Service Specialist — Path to Advisor position located in Bellaire, TX, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).