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Kestra Financial Jobs (NOW HIRING)

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

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 · Hybrid

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

Financial Advisor

Brookfield, WI · On-site

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful ...

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 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 Service Associate

Tempe, AZ · On-site

$14 - $19.25/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

Fee Billing Specialist

Austin, TX · On-site

$19 - $25.75/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

Corporate Analyst, Finance

Austin, TX · On-site

Kestra is dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced ...

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How much do kestra financial jobs pay per year?

As of Jun 14, 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 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.

What are the typical responsibilities of a financial advisor at Kestra Financial, and how does collaboration play a role in their day-to-day work?

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, and why are they important?

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 Kestra Financial and what does the company do?

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.
More about Kestra Financial jobs
What cities are hiring for Kestra Financial jobs? Cities with the most Kestra Financial job openings:
What job categories do people searching Kestra Financial jobs look for? The top searched job categories for Kestra Financial jobs are:
Kestra Financial jobs near you
Infographic showing various Kestra Financial job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 96% Full Time, 1% Temporary, and 2% Contract. Highlights an 100% Hybrid job distribution, with an average salary of $70,035 per year, or $33.7 per hour.

Financial Services Professional I

Kestra Holdings

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 7 days ago

Job description

ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Client Service Specialist
Location: Phoenix, AZ
Company: Kestra Financial
**Where ambition meets real impact**
At Kestra Financial, we don't just answer questions, we build trust and lasting relationships with the financial advisors we serve. Our approach is people-first, tech-supported, and driven by purpose: to make it easier for advisors to run their businesses and serve their clients.
We're looking for a Client Service Specialist to join our front-line support team. Professionals who take pride in owning the client experience from the first call to final resolution. In this role, you'll be the go-to resource for advisors and their staff, helping them navigate systems, solve problems, and get the answers they need quickly and confidently.
It's a great opportunity for someone who enjoys working in a fast-paced environment, thrives on learning, and takes pride in making someone's day just a little easier. If you're looking to grow your skills, deepen your industry knowledge, and be part of a team that shows up for each other every day, this is the place.
What You'll Do
  • Serve as the initial point of contact for inbound calls and emails from advisors, staff, and clients, responding with care and urgency
  • Answer approximately 40-45 calls and 10-15 emails per day, ensuring timely and accurate assistance
  • Handle a wide range of inquiries across topics like account servicing, cost basis, retirement plans, transfer of assets, and password resets
  • Log and track client communication and activities in Salesforce
  • Educate and guide clients through operational processes, system navigation (e.g., AdvisorComplete and Streetscape), and procedural requirements
  • Collaborate with peers and support departments to resolve inquiries and improve overall client experience
  • Stay current on operational policies, procedures, and system changes through continuous training
  • Maintain structured work schedules between 7:00 AM - 6:30 PM, Monday through Friday, with shift flexibility
  • Deliver consistent, accurate, and empathetic service
  • Provide support aligned with departmental goals for service levels, quality, and client satisfaction
  • Partner with internal service teams and custodians to ensure seamless follow-through and resolution

What You Bring
  • A service-first mindset, with strong verbal and written communication skills
  • Professionalism under pressure and the ability to stay composed in fast-paced situations
  • Willingness to learn, take feedback, and grow with the team
  • Strong attention to detail and follow-through
  • Comfort working with multiple systems and tools
  • Prior experience in a call center, help desk, or client support environment is a plus
  • Curiosity and willingness to dig into problems and ask thoughtful questions
  • Ability to multitask, prioritize, and manage time effectively in a structured, high-volume environment

Qualifications
  • 1-2 years of experience in customer service within financial services, or a related role
  • Strong interpersonal skills with a professional, confident phone presence
  • Clear written communication and attention to tone and accuracy
  • Comfort using technology and learning new systems quickly (Salesforce, AdvisorComplete, Streetscape, Microsoft Office Suite)
  • Bachelor's degree preferred, but equivalent experience will be considered

Licenses & Certifications
  • SIE and Series 7 preferred

INTERNAL APPLICANT 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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
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.

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.

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