Kestra Financial
Client Service Representative/Paraplanner Park Place Financial
Kestra Financial, Bellaire, Texas, United States, 77401
We are an independent financial planning firm located in Bellaire, Texas. The successful candidate will be a highly motivated self-starter interested in making a difference in clients' lives. We seek an individual willing to take initiative and grow with the business. The position requires full-time work in the office.
Our primary clients are people who are retired or retiring soon. Our focus is on helping clients pay less tax and avoid outliving their money.
Position Duties and Responsibilities:
Maintain ongoing relationships with existing clients Process new account paperwork Handle distributions, Roth conversions, and other transactions Respond to client inquiries Schedule meetings with clients Assist clients with website access, password resets, etc. Prepare for and follow up on client meetings Ensure compliance with meeting requirements Assist with administrative and marketing duties Potential to become a financial advisor Qualifications:
Bachelor's Degree preferred Active Series 7, 63, and 65 licenses, or Series 7 and 66 preferred Texas Insurance License is ideal At least 3 years of experience in financial services Excellent written and oral communication skills Ability to prioritize tasks and meet deadlines Strong client service orientation Outgoing, friendly personality is a plus Familiarity with NFS, Redtail, and Emoney is a plus Must pass a background check, including fingerprinting. Compensation:
$50,000 - $75,000 depending on skills and experience Employer pays 100% of health and dental insurance 401(k) plan with matching contributions Profit sharing plan Discretionary quarterly bonus Additional Details:
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industries: IT Services and IT Consulting This job posting is active. No indications that it has expired.
#J-18808-Ljbffr
Maintain ongoing relationships with existing clients Process new account paperwork Handle distributions, Roth conversions, and other transactions Respond to client inquiries Schedule meetings with clients Assist clients with website access, password resets, etc. Prepare for and follow up on client meetings Ensure compliance with meeting requirements Assist with administrative and marketing duties Potential to become a financial advisor Qualifications:
Bachelor's Degree preferred Active Series 7, 63, and 65 licenses, or Series 7 and 66 preferred Texas Insurance License is ideal At least 3 years of experience in financial services Excellent written and oral communication skills Ability to prioritize tasks and meet deadlines Strong client service orientation Outgoing, friendly personality is a plus Familiarity with NFS, Redtail, and Emoney is a plus Must pass a background check, including fingerprinting. Compensation:
$50,000 - $75,000 depending on skills and experience Employer pays 100% of health and dental insurance 401(k) plan with matching contributions Profit sharing plan Discretionary quarterly bonus Additional Details:
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industries: IT Services and IT Consulting This job posting is active. No indications that it has expired.
#J-18808-Ljbffr