Internal Advisor Engagement Consultant

Kestra
Austin, TX
Category Finance
Job Description
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service. As an Advisor Engagement Associate, you will support the Advisor Engagement team by providing operational and strategic support, managing internal reporting, and preparing for advisor meetings.

Requirements

  • 2+ years of experience in program coordination or relationship management
  • Excellent verbal and written communication skills
  • Ability to use Kestra's choice of software (Smartsheets, Salesforce, Confluence)
  • Proficient in various desktop and Internet based applications
  • Advanced proficiency in Microsoft Excel

Benefits

  • Competitive pay and benefits with a large employer
  • 401(k)
  • Health insurance
  • Tuition reimbursement for qualified expenses
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