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Kestra Financial Jobs (NOW HIRING)

Kestra Holdings

Onboarding Operations Specialist

Tempe, AZ · On-site

$49K - $66K/yr

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 ...

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

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

AML 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

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

Business Operations Manager

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

Investment Specialist

Austin, TX · On-site

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment ...

Kestra Holdings

Business Analyst

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 Aug 12, 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.

Onboarding Operations Specialist

Kestra Holdings

Tempe, AZ • On-site

$49K - $66K/yr

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. 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 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.
The Onboarding Operations Specialist reports to the Onboarding Supervisor. You will be a part of the team that is the introductory voice of Kestra Financial and the primary contact for all operational needs of our transitioning clients and their support staff. You will support the operational activities associated with the transition of a new advisor to our organization.
What you'll do
  • Process New Accounts, incoming Transfers, direct rollovers, PIPs, SWPs, and special account features for transitioning firms
  • Answer questions regarding paperwork requirements and the status of new accounts and transfers
  • Contact our representative's offices when paperwork is not in good order (NIGO)
  • Work with Sales Supervision to resolve paperwork issues
  • Organize client files in LaserFiche so that we have complete client records
  • Update account status for terminated reps
  • Educate representatives and their assistants on how to use AdvisorComplete
  • Assist advisors and their staff with questions regarding operational procedures by phone and email queues
  • Take approximately 2 to 5 inbound calls per day and respond to approximately 4 to 7 inbound emails per day
  • Support department efforts 24-hour processing standards (e.g. cross-train in other areas as asked by manager/supervisor)
  • Read and analyze financial reports
  • May work overtime due to heavier volumes (especially in December, March and April)
  • Maintain a positive environment for our clients.
  • Other tasks and projects as assigned by the manager

What You Bring
  • 2+ years in brokerage/financial services, banking, operations and client support
  • High school diploma/GED required
  • College degree useful
  • Familiarity with fax machines, copiers, and multi-line telephone systems
  • Can gain industry-related knowledge
  • Customer Service
  • Active Listening practices
  • Informative presentations and trainings

Certifications.
  • Series 7 License beneficial
  • Retirement planning certifications

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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