Service Advisor

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Kestra Holdings Website

The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. The Service Advisor is responsible for delivering excellent customer service to retain and grow customer relationships.

• Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.
• Works with Lead Advisors/Paraplanners to discuss, review and finalize financial planning assumptions and design decisions.
• Works with clients, under the supervision of CEO/Lead Advisors, to obtain information and prepare risk profiles and investment policy statements.
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group.
• Develops asset allocation strategies and works independently or with the Investment Committee.
• Rebalances portfolios as directed by the Investment Committee and the CEO/Lead Advisors working with the client.
• Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
• Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities.
• Facilitates the adoption of new technology by client service teams and trains others as necessary.
• Advises clients on appropriate financial products in the context of their plans.
• Keeps up with industry, congressional, and regulatory changes; updates team members and applicable clients if the changes potentially impact them.
• Tracks client correspondence, actively participating in client meetings and responsible for follow-up items after meetings.
• Takes meeting notes, sends meeting summaries, and manages meeting follow-up.
• Actively engages with clients to address inbound questions or requests and provides answers and solutions in a timely manner.
• Facilitates retention of existing clients by providing outstanding service, which also can foster new client referrals.
• Builds strong relationships with clients and communicates proactively and consistently with clients to identify changes to their financial lives and needs that should be met.
• Leads the implementation of planning decisions and assigns client service steps to the team.
• Provides consistent and constructive feedback to other professionals on the client service team.
• Seeks opportunities to grow existing client relationships through increased wallet share.
• Engages with clients to create referral opportunities from existing clients.

• Over 4 years of industry experience with a proven track record of client service excellence.
• Strong focus on client retention, relationship management, and satisfaction.
• Demonstrated success in managing a high volume of clients in both lead and support roles.
• Consistent achievement in generating referrals and onboarding new clients through trusted sources.
• Leadership in strategic project execution, driving initiatives from planning to completion.
• High standards of accuracy, timeliness, and quality in delivering financial plans and client follow-up deliverables.
• Expertise in comprehensive financial planning and advisory support.
• Advanced project and time management skills ensuring efficiency and prioritization.
• Exceptional client communication, fostering trust and clarity in all interactions.
• Skilled in public speaking and presentations, delivering impactful and engaging sessions.

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have at least 1 year of service in the current role unless approved by EVP.

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values:
Serve, Make it Happen, and One team.

Lead with purpose. Apply now and help shape the future of Kestra.

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without…