ZipRecruiter

Log In

1

Kestra Financial Jobs (NOW HIRING)

Kestra Holdings

Client Services Specialist II

Tempe, AZ · Hybrid

$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

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 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

Advisory Platform Consultant

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

Trading Specialist II

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

Insurance - Life Case Manager

Shakopee, MN · On-site

$60K - $65K/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

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

Revenue 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 ...

Kestra Holdings

Client Service Associate

Tempe, AZ · Hybrid

$14 - $19.50/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

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 ...

next page

Showing results 1-20

All JobsKestra Financial Jobs

Kestra Financial information

See salary details

$40K

$70K

$108K

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.

Client Services Specialist II

Kestra Holdings

Tempe, AZ • Hybrid

$16.50 - $22/hr

Other

Medical, Retirement

Posted 20 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
At Kestra Financial, we don't just support financial advisors-we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you're someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We're hiring a Client Service Associate to join our high-performing Concierge team-a group known for turning service into partnership. This is more than a support role; it's a launchpad for professionals who want to grow their careers while making a real impact.
What You'll do

  • Be the first point of contact for advisors, staff, and clients-delivering proactive, high-touch service with professionalism and care.
  • Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.
  • Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.
  • Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.
  • Document interactions in Salesforce to ensure clarity, consistency, and follow-through.
What You'll Bring
  • 2+ years of experience in client service within financial services, banking, or operations
  • Strong judgment and discretion in navigating complex client needs.
  • A proactive, solution-oriented mindset with a passion for delivering value.
  • Excellent written and verbal communication skills.
  • Ability to build trust and rapport in a fast-paced, professional environment.
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