Associate Wealth Advisor
Employment type
Full-time
Work setting
On-site
Location
Cypress, TX
Schedule
Day shift
Posted
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Job overview
The Associate Wealth Advisor role is an onsite position located in Cypress, TX. Compensation is not specified for this role, which supports the wealth planning team at Kestra Financial Independent Advisor. This position serves as the primary contact for client relationship management and account servicing. The advisor supports the lead advisor by managing client needs, asset allocation, and financial planning documentation.
What we're looking for
- Skills & competencies
- full-timeday shiftcypress txkestra financialwealth managementfinanceclient serviceonsitefinancial planningdegree preferred
- Work arrangement
- Weekend coverage required
Benefits & perks
- Quarterly bonuses, matching 401(k), profit-sharing, health, life, and disability insurance.
About the employer
Kestra Financial Independent Advisor is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Administrative Management and General Management Consulting Services
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: b351468b-fe6b-415b-960e-25381a482120