Supervisor, Financial Advisor Concierge

Austin, Texas, United States · Client Service · CS2018023

Description

The Concierge Team Supervisor will lead a small team of Specialists tasked with providing concierge level service to their assigned firms. The Concierge Team is the voice of Kestra Financial and the primary contact for all operational needs of our clients, leading independent financial advisors and their support staff. Members of the Concierge Team:

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:

Requirements

Benefits

A brand new state of the art building in Southwest Austin with a basketball court, volleyball court, baseball field, walking trails, unlimited coffee, tea, and sparkling water.


Full health, vision, dental, 401(k) plans along with a host of voluntary plans such as car insurance, legal services, and more.


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