Autonomous Wealth Advisor & Client Planner
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Finance & Banking
Job Description & How to Apply Below
Kestra Financial, Inc. in Lexington, KY is seeking a Service Advisor to manage a Tier 3–4 client book, delivering comprehensive financial planning, investments, and wealth management with limited oversight.
You will build client relationships, lead seven-step planning processes, and coordinate with Lead Advisors on complex decisions while mentoring peers and upholding professional standards.
This is a genuine opportunity to take on the Autonomous Wealth Advisor & Client Planner role at Kestra Financial, Inc.
Join Kestra Financial, Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Autonomous Wealth Advisor & Client Planner role at Kestra Financial, Inc., based in Lexington, KY, United States.
We are looking to fill the Autonomous Wealth Advisor & Client Planner position at Kestra Financial, Inc. in Lexington, KY, United States.
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