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Wealth Advisory Client Experience Specialist; Hybrid

Job in Fairfield, Essex County, New Jersey, 07004, USA
Listing for: Kestra Holdings
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisory Client Experience Specialist (Hybrid)
Kestra Holdings is looking for a Service Advisor in Fairfield, NJ. This role requires 5+ years of experience in financial planning and strong client communication skills. The Service Advisor will help transition and service an established book of clients, ensuring excellence in service delivery. Responsibilities include developing tailored financial plans, monitoring client portfolios, and fostering deep client relationships. The position offers a collaborative work environment with the possibility of a flexible hybrid schedule.
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