Financial Advisory - Client Service Associate

Lead with Purpose. Partner with Impact. At Shelton Financial Group our multi-generational firm takes a team approach to addressing your biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning. 

• Track new and ongoing business activities, including models, fees, SWPs, special projects, and TOAs, with a strong emphasis on accuracy and organization (advanced Microsoft Excel skills required).
• Maintain and update client and business data within third‑party platforms and internal systems.
• Partner closely with financial advisors and their support staff, delivering professional, knowledgeable, and trustworthy service to support asset growth and firm success.
• Liaise with custodians and financial institutions, fostering strong working relationships while holding partners accountable to high service standards.
• Collaborate with third‑party vendors, particularly software providers, to ensure effective solutions and reliable service.
• Represent the firm with professionalism and credibility in limited client interactions.
• Prepare and deliver timely, accurate reports covering multiple aspects of the firm’s operations.
• Demonstrate professionalism through appearance, communication, attitude, flexibility, accountability, discipline, transparency, and integrity.

What You Bring: 

• Bachelor’s degree or equivalent work experience. Degree in a business-related field preferred
• Experience working in financial services or investment management industry. Previous experience in a CSA-type role is preferred.
• Experience and comfort in using a range of technology, including CRM and broker dealer / custodial platforms
• Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word
• Excellent time management and organizational skills
• Strong problem-solving skills and a propensity for learning
• Highly adept at completing multiple, simultaneous tasks expeditiously and accurately with exceptional attention to detail
• Self-starter, with an ability to work both independently and as a team member
• Ability to interpret, adapt and apply with company’s policies and procedures
• Ability to communicate clearly and professionally through verbal and written correspondence

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
• Tuition reimbursement for qualified expenses

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.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

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.