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Kestra Financial Jobs (NOW HIRING)

Kestra Holdings

Financial Planning Analyst

Austin, TX · On-site

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional ...

Kestra Holdings

Senior Financial Analyst

Austin, TX · On-site

$84K - $105K/yr

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional ...

Kestra Holdings

Talent Community

Austin, TX · On-site

$17.75 - $23.75/hr

Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide ...

Kestra Holdings

Client Service Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional ...

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How much do kestra financial jobs pay per year?

As of Sep 2, 2026, the average yearly pay for kestra financial in the United States is $70,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $81,000.00 per year, depending on experience, location, and employer.

What is Kestra Financial?

Kestra Financial is a wealth management platform that provides integrated technology, compliance, and support services to independent financial advisors. The company enables financial professionals to serve their clients more efficiently by offering access to a wide range of investment products, business consulting, and back-office solutions. Kestra Financial acts as a partner to independent advisors, helping them manage their practices while maintaining regulatory compliance and delivering personalized financial advice.

What are the typical responsibilities of a financial advisor at Kestra Financial?

As a financial advisor at Kestra Financial, you will be responsible for providing personalized financial planning, investment management, and retirement planning services to clients. A key aspect of the role involves collaborating closely with other advisors, support staff, and portfolio managers to ensure clients receive comprehensive and tailored recommendations. Advisors also engage in regular client meetings, portfolio reviews, and ongoing education to stay current with industry trends. The team-oriented environment at Kestra Financial fosters knowledge sharing and professional development, making collaboration an essential part of achieving client goals and personal career growth.

What are the key skills and qualifications needed to thrive as a financial advisor at Kestra Financial?

To thrive as a Financial Advisor at Kestra Financial, you need a solid foundation in financial planning, investment strategies, and a relevant degree, often supported by FINRA Series 7 and 66 licenses. Proficiency with financial planning software, CRM systems, and portfolio management tools is typically required. Strong interpersonal skills, active listening, and a client-focused mindset help build trust and long-term relationships. These competencies ensure advisors provide tailored financial solutions and maintain compliance in a highly regulated industry.

What is the difference between Kestra Financial vs Financial Advisor?

AspectKestra FinancialFinancial Advisor
CertificationsCFP, Series 7, 66/65CFP, Series 7, 66/65
Work EnvironmentFinancial services firm, support for advisorsClient-facing, providing financial planning
Employer & IndustryRegistered Investment Advisor (RIA) firmIndependent or firm-employed in financial services

Kestra Financial is a platform supporting financial advisors, offering back-office services and compliance. A Financial Advisor directly interacts with clients, providing personalized financial planning and investment advice. While both roles require similar certifications, Kestra Financial primarily serves as an employer or support platform for advisors, whereas Financial Advisors are client-facing professionals delivering financial services.

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Kestra Financial jobs near you
Infographic showing various Kestra Financial job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $70,035 per year, or $33.7 per hour.

Financial Planning Analyst

Kestra Holdings

Austin, TX • On-site

Full-time

Medical, Retirement

Posted 14 days ago

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
Kestra Financial is seeking a new team member to join our Planning Group. Kestra's Planning Group, part of the Wealth Management Division, will provide centralized "insourced" planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.
What You'll Do:
The Analyst can expect to focus in the following areas:
  • Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
  • Gather, organize, and develop client data within a financial planning context
  • Prepare client financial plans and presentations for review by Advisors
  • Manage data entry and presentation development for client meetings that pertain to financial planning
  • Attend client meetings in a technical and supporting role
  • Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
  • Advisor relationship management support, including ongoing and regular advisor contact and communications
  • Track and cross reference planning data though internal systems

What You Bring:
Qualified applicants will have the following attributes:
  • CFP Designation Required
  • Bachelor's Degree Required
  • 3-10 years' experience in the finance industry preferred
  • Ability to operate efficiently while staying within operational requirements for a consistent client experience required
  • Strong attention to detail, process-driven, time management
  • Ability to multi-task, understand and execute on priorities
  • High self/ other awareness and working within a team
  • Leads with curiosity and desire to always be learning
  • Ability to spend large amounts of time on the micro, contributing to the macro- environment
  • Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software
  • Experience working with eMoney, MoneyGuide

Licenses, Registration:
  • Series 7 preferred
  • Series 65 preferred

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.
DisclosureBy 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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