Service Advisor

Posted Thursday, July 9, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact.

The Service Advisor is responsible for delivering high-quality quality client service, financial analysis, and portfolio management support. This role involves direct client interaction, reviewing tax returns, assisting with tax planning strategies, and leveraging financial planning tools such as eMoney to analyze and maintain comprehensive client plans. The Service Advisor works closely with the Lead Advisor to ensure accurate implementation of recommendations and execution of trades.

What You'll Do:

Meet with clients regularly to review financial plans, updates, and recommendations

Collaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectives

Support ongoing plan reviews and updates based on life events, market changes, and regulatory updates

Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks

Assist the Lead Advisor in implementing tax-efficient financial plans

Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization

Assist the Lead Advisor in developing customized financial strategies aligned with clients’ short- and long-term goals, including retirement income and wealth accumulation

Analyze financial data to support recommendations around investments, retirement planning, and cash flow

Maintain accurate and up-to-date client financial data within eMoney and internal systems

Identify gaps in financial plans and recommend actionable solutions to improve outcomes

Prepare and present planning scenarios and projections (e.g., retirement income modeling and cash flow analysis)

What You Bring:

Bachelor’s degree in Finance, Business, or related field preferred

2+ years of experience in financial services or wealth management

Experience with financial planning tools such as eMoney strongly preferred

Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required

Experience reviewing tax returns and applying insights to financial planning is a plus

Strong client service and communication skills

High attention to detail and accuracy in both operational and analytical work

Ability to balance client interaction with transactional and analytical responsibilities

Strong problem-solving and critical thinking abilities

Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office

Ability to manage competing priorities in a fast-paced, deadline-driven environment

Active Series 65 required

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide)

401(k), health insurance, and a competitive benefits package

Work in a supportive, collaborative environment committed to professional excellence

Help clients navigate meaningful financial decisions with confidence

Opportunities for training, development, and long-term growth within the firm

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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