More jobs:
Wealth Planning & Client Services Advisor
Job in
Fairfield, Essex County, New Jersey, 07004, USA
Listed on 2026-07-08
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Kestra Financial is looking for a Service Advisor based in Fairfield, NJ, who thrives on client interaction and is committed to delivering exceptional service. This role involves managing an established book of business, collaborating with Lead Advisors, and ensuring continuous client support.
The ideal candidate should have over 5 years of experience in financial planning or wealth management and possess strong communication and computer skills. This career opportunity combines client relationship management with a potential for flexible hybrid working.
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