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Financial Advisory Support Specialist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-20
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Kestra Financial is seeking a Support Advisor in Houston to maximize the Lead Advisor’s efficiency and support daily operations while ensuring regulatory compliance. The role involves client meetings, note-taking, and preparing reports.
You will analyze client information, manage reports in Albridge, eMoney, and Envestnet, and answer basic investment questions. Strong communication, attention to detail, and a client-first attitude are essential.
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