- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Robert Half Legal (Atlanta, GA)
- Description Our client is seeking an Estate Planning Probate Paralegal or Paraplanner to join their team in the Atlanta, GA region. This role will support estate and ... financial planning services, managing fiduciary income tax returns, estate...libraries, and Wealth Transfer software. * Cultivate client and advisor relationships, providing excellent client service while also assisting… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more