Kestra Financial · 4 months ago
Associate/Service Wealth Advisor SilverStar Wealth Management
Cypress, TX
Full-time
Onsite
Mid Level
3+ years expKestra Financial is an established and growing wealth planning firm in Cypress, Texas, seeking an Associate/Service Wealth Advisor. This role involves managing client relationships, providing financial advice, and supporting the Lead Advisor in various client management tasks.
BankingConsultingFinanceFinancial Services
Responsibilities
Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
Manage data in financial planning software—Emoney
Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
Deepen client relationships and establish credibility and rapport both in person and via phone
Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
Proactively communicating with clients and following up on all contacts assigned
Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Other duties as assigned
Qualification
Required
Strong understanding of the financial services industry and diverse investment products
Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others without direct control
Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
Manage data in financial planning software—Emoney
Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
Deepen client relationships and establish credibility and rapport both in person and via phone
Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
Proactively communicating with clients and following up on all contacts assigned
Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Bachelor's degree in finance, accounting or a related field preferred
The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
Previous experience in the independent financial services culture preferred
Preferred
Bachelor's degree in finance, accounting or a related field preferred
The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
Previous experience in the independent financial services culture preferred
Series 7 and 63 preferred
Series 65/66 preferred
Texas Insurance License preferred
Benefits
Potential for attractive quarterly bonuses
Matching 401(k) plan with the potential for profit-sharing contributions
Health, life, and disability insurance available
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase