About this role
Lead Advisor at Kestra. Location: Houston, Texas, United States. Role: Manage client relationships, Create financial plans, Lead plan execution Requirements: 5+ years in the role; Series 7 and Series 65/63 or 66; CFP preferred; Texas Life/Health license preferred; 4-year degree preferred; strong leadership and client-service skills. Category: Finance and Accounting Seniority: Senior Level Tools: Finance software, Investment planning tools, Office productivity Certifications: series 7, series 65, series 63, series 66, life, accident and health (texas) Commitment: Full Time Workplace: Onsite Languages: English