Advisor

Kestra•Plymouth, MA

About The Position

Lead with Purpose. Partner with Impact. Putting client needs first is deeply rooted in our culture and at the core of everything we do. Strong, detail-orientated Advisor will assist with various client and team facing tasks. They will be expected to meet, support and communicate with their team’s clients as an extension of the primary advisor. It is Advisory Solutions’ job to support the producing advisors, clients, and SHP with excellence each day. What You’ll Do Prioritize incoming tasks and issues daily. Manage assigned client’s and support the primary advisor’s overall book of business. Conduct client meetings with confidence while identifying client opportunities and making formal recommendations. Work alongside the Lead Advisor to ensure proper team communication and process expectations. Complete client reviews and RMDs annually as stated within SHP’s agreements. Handle follow up meeting tasks and planning updates. Prepare and plan for prospective and existing client meetings within the SHP process. Help maintain the team inbox and trackers on a daily basis. Assist with daily service tasks and transactions as needed. Respond to client inquiries within 24 hours. Interface with Financial Institutions to gather required documentation for advisor-client meetings. Utilize our CRM system to keep track of client communications. Be proficient with firm software including but not limited to eMoney, Black Diamond, Nitrogen, Holistiplan, Wealth.com, Wealthscape, & Schwab. What You Bring Previous experience in processing confidential paperwork Previous client interaction in an office environment Intermediate to advanced computer skills Series 65/66 and Life/Health insurance licenses. 2+ years’ experience within financial services. Strong organizational skills and attention to detail Ability to demonstrate persistence to achieve quality Excellent communication – both verbal and written Self-directed initiative Process driven Prior experience working in financial industry Highly organized with strong follow-through Ability to prioritize day-to-day tasks and issues Resourceful in problem resolution Strong phone skills and ability to build trust with clients Operate with a proactive approach when dealing with advisors and clients Experience working in a fast-paced environment Ability to prioritize projects and manage time Willing to work as part of a team Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits to support you: 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 Kestra Values: 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. Explore Life at Kestra Kestra Holdings Website: https://www.kestrafinancial.com/ Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE LinkedIn: https://www.linkedin.com/company/kestra-financial Apply Today Lead with purpose. Apply now and help shape the future of Kestra. Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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 discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Requirements

Previous experience in processing confidential paperwork
Previous client interaction in an office environment
Intermediate to advanced computer skills
Series 65/66 and Life/Health insurance licenses.
2+ years’ experience within financial services.
Strong organizational skills and attention to detail
Ability to demonstrate persistence to achieve quality
Excellent communication – both verbal and written
Self-directed initiative
Process driven
Prior experience working in financial industry
Highly organized with strong follow-through
Ability to prioritize day-to-day tasks and issues
Resourceful in problem resolution
Strong phone skills and ability to build trust with clients
Operate with a proactive approach when dealing with advisors and clients
Experience working in a fast-paced environment
Ability to prioritize projects and manage time
Willing to work as part of a team

Responsibilities

Prioritize incoming tasks and issues daily.
Manage assigned client’s and support the primary advisor’s overall book of business.
Conduct client meetings with confidence while identifying client opportunities and making formal recommendations.
Work alongside the Lead Advisor to ensure proper team communication and process expectations.
Complete client reviews and RMDs annually as stated within SHP’s agreements.
Handle follow up meeting tasks and planning updates.
Prepare and plan for prospective and existing client meetings within the SHP process.
Help maintain the team inbox and trackers on a daily basis.
Assist with daily service tasks and transactions as needed.
Respond to client inquiries within 24 hours.
Interface with Financial Institutions to gather required documentation for advisor-client meetings.
Utilize our CRM system to keep track of client communications.
Be proficient with firm software including but not limited to eMoney, Black Diamond, Nitrogen, Holistiplan, Wealth.com, Wealthscape, & Schwab.

Benefits

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

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