About this opportunity
Kestra Holdings lists this Wealth Planning Advisor | Tax-Savvy Client Partner opportunity in lincolnshire, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools.
You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in
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Worksite address
lincolnshire, IL, 60069, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.