About this role
Service Advisor at Kestra. Location: Reston, Virginia, United States. Role: Prepare plans, Review assumptions, Coordinate onboarding Requirements: Financial planning experience, client service excellence, and certifications with Series 7/66; CFP preferred or pursuing certification. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Financial planning software Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English