About this role
Service Advisor at Kestra. Location: Rockville or Reston or North Bethesda. Role: Preparing financial plans, Managing client relationships, Advising clients on financial products Requirements: Over 4 years of industry experience with strong client service, retention, and relationship management. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, cfp () Commitment: Full Time Workplace: Onsite Languages: English