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Client Relations & Financial Planning Associate

Job in Lincolnshire, Lake County, Illinois, 60069, USA
Listing for: Bluespring Wealth Partners
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Kestra Holdings in Lincolnshire, Illinois, is seeking a Client Relations Associate to deliver exceptional client service and manage account operations. This position involves supporting the Investment Advisor, preparing financial materials, and coordinating client onboarding. The ideal candidate will possess strong customer service skills and an analytical mindset, and will be committed to obtaining a Series 65 license within their first 120 days of employment.

The role offers competitive pay, benefits, and opportunities for growth within the firm.
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Position Requirements
10+ Years work experience
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