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Kestra Financial Independent Advisor

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🔥 Remote Efficiency Operations Specialist - Prudent Wealth
Posted 2024-11-23

📍 United States

🧭 Part-Time

💸 20 - 24 USD per hour

🔍 Financial Services

  • 2-5 years of office experience, preferably in the financial services industry.
  • Incredible attention to detail and commitment to follow-up.
  • Strong interpersonal communication skills.
  • Proficient with technology including MacBook Pro, Microsoft Office 365, and Zoom.
  • Familiarity with Wealthbox, Dropbox, Egnyte, Holistiplan, Canva, and social media marketing.
  • Excellent written and verbal communication skills and ability to work independently.

  • Serve as the first point of contact for client service inquiries and escalate issues as needed.
  • Enhance client relationships through management of client touches.
  • Assist and train clients on technology tools, schedule meetings, and manage the advisor's calendar.
  • Maintain client files and process paperwork efficiently.
  • Prepare materials for client meetings and handle logistics to ensure a seamless experience.
  • Update operational processes and assist in special projects for business growth.

EgnyteBusiness OperationsCommunication SkillsCollaborationMicrosoft OfficeAttention to detailDocumentationCompliance

Posted 2024-11-23
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🔥 Financial Advisor/Paraplanner
Posted 2024-11-15

📍 United States

🧭 Full-Time

🔍 Financial Services

  • Series 7, 66, 63 licenses.
  • State Insurance Licenses (Life, Accident & Health).
  • CFP® designation is a plus.
  • Knowledge of Emoney, Riskalyze and Redtail software is a plus.
  • 3+ years experience as a financial advisor.
  • Knowledge of the financial industry, products, regulations, and overall environment.
  • Own transferable book of business.

  • Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services.
  • Strengthen client relationships through proactive communication.
  • Perform market research and product analysis.
  • Analyzing client data.
  • Conduct SWOT analysis to determine client overall financial health.
  • Develop and deliver customized client recommendations.
  • Monitor firm’s social media marketing efforts.
  • Cultivate leads into clients.
  • Assist in account related paperwork.
  • Help clients maximize or create their own 'employee benefits package'.
  • Handle all Life and Disability Insurance Cases.
  • Become proficient in advanced college planning strategies.

LeadershipProject ManagementBusiness DevelopmentData AnalysisPeople ManagementProject CoordinationJiraCross-functional Team LeadershipOperations ManagementStrategyFinancial ManagementBusiness developmentData analysisGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeMentoringNegotiationAccountingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office SuiteCoaching

Posted 2024-11-15
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