Kestra Financial is seeking an advisor-facing team member for Kestra Private Wealth Services with wirehouse or regional experience. You will act as the subject matter expert for tech tool implementation, platform questions, and escalation monitoring.
Regular interaction with advisors and staff will promote the PWS value proposition and support scalable client service. The role emphasizes relationship-building, on-site transitions, and coordinating cross-functional support teams.
#J-18808-LjbffrSenior Advisor Success Consultant — Onsite & Travel in austin at Unknown Company
This position is listed as full time and onsite.