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Job description
Kestra Financial is seeking an advisor-facing team member for Kestra Private Wealth Services with wirehouse or regional experience. You will act as the subject matter expert for tech tool implementation, platform questions, and escalation monitoring.
Regular interaction with advisors and staff will promote the PWS value proposition and support scalable client service. The role emphasizes relationship-building, on-site transitions, and coordinating cross-functional support teams.
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Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.