Support the marketing initiatives of financial professionals utilizing Kestra Financial. To perform this job successfully, individual must be able to execute each essential duty: • Provide subject matter expertise in reviewing sales literature, marketing materials, and communications, while proactively assisting financial professionals in aligning content with regulatory requirements and internal policies. • Support the creation and updates of supervisory procedures, training content, a compliance-approved materials library, and internal communications. • Ability to interpret and reconcile regulatory rules with proposed advertising materials. • Understanding of securities and insurance products, as well as investment advisory services.
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