About this role
Service Advisor at Kestra. Location: Lincolnshire, Illinois, United States. Role: meeting clients, reviewing plans, analyzing data Requirements: 2+ years in financial services, Series 65 required, experience with eMoney, tax return review, retirement account knowledge, strong client service and analytical skills. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, Salesforce, Black Diamond, Microsoft Office Certifications: series 65, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English