Wealth Planning Advisor | Tax-Savvy Client Partner
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools.
You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in
This posting is for the Wealth Planning Advisor | Tax-Savvy Client Partner role at Kestra Holdings, based in Lincolnshire, IL, United States.
Are you ready to take on the Wealth Planning Advisor | Tax-Savvy Client Partner role at Kestra Holdings?
We would love to welcome a new Wealth Planning Advisor | Tax-Savvy Client Partner to our organisation in Lincolnshire, IL, United States.
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