ZipRecruiter

Log In

1

Kestra Financial Jobs (NOW HIRING)

Kestra Holdings

Trading Specialist II

Tempe, AZ · 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

Sr. Onboarding Operations Specialist

OR · On-site +1

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

$16.50 - $22/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

Sales Associate

Dallas, TX · On-site

$13.75 - $18.75/hr

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 ...

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 ...

Kestra Holdings

Life Case Manager

Shakopee, MN · On-site

$55K - $60K/yr

CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy ...

Kestra Holdings

Trust Officer Senior

Scottsdale, AZ · 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 ...

Kestra Holdings

Application Security Engineer

Austin, TX · On-site

$58.25 - $77.75/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 ...

previous pagenext page

Showing results 21-40

All JobsBusiness JobsKestra Financial Jobs

Kestra Financial information

See salary details

$40K

$70K

$108K

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.

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 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.

Trading Specialist II

Kestra Holdings

Tempe, AZ • On-site

Full-time

Medical, Retirement

Re-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 dynamic and motivated Trading Specialist II to join our Trading Operations team. In this role, you will be responsible for assisting our Financial Professionals by helping them with any trade related, operational needs while mitigating firm and client risk. The ideal candidate is detail oriented, has a service mindset, and understands how the markets work. The ideal candidate is eager to contribute to our mission of Powering Financial Independence by having a serve, make it happen, and one team mentality.
What you'll Do:
  • Comply with all regulatory rules, written desktop procedures/standard operating procedures and company policies.
  • Communicate effectively with the Kestra Financial Professionals and with internal staff.
  • Assist external and internal partners with complex transactions, correcting trade breaks, trade corrections, and research/inquiries needed to service our Financial Professionals. Identify opportunities for improvement and work with management on implementing changes.
  • Maintain accurate daily trade logs and blotters for timely supervisor review. Maintain daily, weekly and monthly stats as related to your daily functions and submit to the department director weekly and/or monthly. Review trade related reports and process/follow-up on items requiring attention.
  • Monitor and/or process Financial Professional requests related to trades, corrections, Alternative Investments, and Securities backed lending in timely manner.
  • Independently handle complex AI issues.
  • Demonstrate thorough knowledge of our fixed income, securities backed lending, and other trade related revenue generating offerings and processes.
  • Monitor and process Review and Release, Wealthscape Service Center, specialized and complex trades, and trade corrections.
  • Assist with quarterly status meetings on trade reporting statistics including actions taken to remedy reporting issues.
  • Assist other positions within the department.
  • Other responsibilities as assigned.
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.

What You Bring:
  • High School Graduate required
  • College degree strongly preferred
  • 2+ years equivalent industry related experience strongly preferred
  • Must be able to perform duties accurately and timely
  • Must demonstrate corporate mission statement and advisor first culture
  • Must be proficient with Microsoft Outlook, Word, and Excel. Must have basic knowledge of Power Point
  • Must be able to read, analyze and reconcile trading reports
  • Must become proficient with the use of clearing firm, vendor(s) and internal programs and software within 30 days of hire including but not limited to Salesforce
  • Must possess good analytical skills, problem solving skills and good communication skills, both verbal and written
  • Must have good attention to detail
  • May be required to work overtime, as necessary

Certifications:
  • Must hold the Series 7, 63 (or 66) licenses
  • Must obtain the Series 53, 4 and/or 24 licenses within 6 months of request from management

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.

Apply