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Summary
About the Role
About You
- High School Graduate required.
- Must hold the Series 7, 63 (or 66), and 24 licenses.
- Must understand the regulatory requirements of an independent broker-dealer and wealth management firm.
- College degree preferred.
- 5+ years of relevant industry experience preferred.
- Working knowledge of National Financial Services (NFS) is preferred.
- Experience with Salesforce and Laserfiche is preferred.
Benefits
- Full health, vision, dental coverage.
- 401(k) plans along with a host of voluntary plans such as car insurance and legal services.
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.