About this role
Service Advisor at Kestra. Location: Lincolnshire, Illinois, United States. Role: meeting clients, reviewing returns, analyzing plans Requirements: 2+ years in financial services, active Series 65, experience with tax return review, eMoney and Salesforce proficiency, strong client service, analytical and communication 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