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Kestra Financial Jobs (NOW HIRING)

Kestra Holdings

Product Support Engineer

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

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

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 ...

Kestra Holdings

Operations Specialist

Austin, TX · 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

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

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

Trust Administrator II

Wilmington, DE · 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

Product Support Engineer

Tempe, AZ · 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.
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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.

Product Support Engineer

Kestra Holdings

Austin, TX • On-site

Full-time

Medical, Retirement

Posted 25 days ago

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.
We are building a brand-new Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our next-generation platform designed to empower advisors and elevate the client experience. As a Product Support Engineer, you will play a foundational role in shaping how advisors onboard, configure, and successfully adopt this transformative solution.
This is not a traditional support role. You will be fully immersed in the agile delivery and rollout of the Investor Solution, working side-by-side with product, engineering, and implementation teams. Through this hands-on experience, you will develop deep platform expertise and become a trusted partner to advisors as they integrate the Investor Solution into their daily workflows.
What You'll Do:
  • Configure, validate, and support the Investor Solution to ensure a seamless advisor experience.
  • Develop standard operating procedures, support playbooks, and key performance metrics for the platform.
  • Provide high-quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration.
  • Provision and manage user access, ensuring timely setup and adherence to service-level agreements (SLAs).
  • Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution.
  • Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long-term support model for the Investor Solution.

What You Bring:
  • Bachelor's degree or equivalent hands-on experience in a technology-related field
  • Background in the financial services industry is preferred
  • Prior experience in technical support role is a plus
  • Prior experience with SQL or Salesforce is a plus
  • Exceptional customer service orientation with strong communication skills
  • Strong attention to detail and a high level of accuracy
  • Skilled in setting, managing, and aligning with client expectations
  • Strong analytical and problem-solving abilities, with excellent verbal and written communication skills

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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