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Kestra Financial Jobs (NOW HIRING)

Kestra Holdings

Senior Financial Analyst

Tempe, AZ · On-site

$81K - $102K/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

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

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

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

Senior Trust Officer

Dallas, TX · On-site

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading ...

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How much do kestra financial jobs pay per year?

As of Aug 11, 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?

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 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.
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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 1% As Needed, 84% 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 Advisory - Financial Advisor

Kestra Holdings

Lancaster, PA • On-site

Full-time

Medical, Retirement

Re-posted 9 days ago

Job description

Lead with Purpose. Partner with Impact. At Rodgers & Associates, our singular mission is to guide clients toward financial independence in retirement. For over 25 years, our collaborative, team-based approach has leveraged each advisor's strengths, ensuring every client benefits from deep expertise, consistent quality, and unwavering integrity.
We're seeking a dynamic, energetic, and hardworkingfinancial professional who thrives on delivering high-touch, comprehensive retirement-focused planningto both new prospects and longstanding clients. If you're driven by solving complex financial challenges, committed to fiduciary excellence, and eager to contribute to a respected, client-centric firm, this is your opportunity to join a team that empowers individuals to retire with confidence and clarity.
What you'll Do:
  • Preparing, presenting, and implementing financial plans
  • Conducting quarterly client review meetings
  • Providing a high level of service to existing and prospective clients
  • Reviewing portfolios and investment allocations
  • Placing trades to implement investment allocations and strategies
  • Recommending tax-efficient investment and retirement withdrawal strategies
  • Writing articles for the Rodgers & Associates blog
  • Presenting financial education seminars to clients and prospective clients

What You Bring:
  • Must understand all aspects of retirement planning, including asset allocation, modern portfolio theory, and goal-based cash-flow planning
  • Seasoned financial professional with the ability to identify and solve complex financial issues
  • CFP® or ChFC® certification preferred
  • 5 years of experience in comprehensive financial planning
  • Very strong organizational and time management skills
  • Strong mathematical, analytical, and communication skills
  • Detailed oriented
  • Prior experience with a CRM, financial planning, and tax software is preferred.
  • Formal sales training and experience are a plus.

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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