Jobs at Kestra Financial

Supports budgeting, forecasting, monthly financial reporting, variance analysis, dashboards, financial modeling, and ad hoc analysis across multiple business lines. Partners with FP&A, Accounting, and business teams to ensure accurate reporting, analyze revenue drivers, improve data quality, and provide insights for leadership decision-making. The role requires advanced Excel skills, financial statement knowledge, analytical ability, and effective cross-functional collaboration.

Investigate and respond to cybersecurity incidents, manage escalated SOC alerts, conduct threat hunting and digital forensics, perform root cause analysis, develop mitigation strategies and incident response playbooks, support audits, and collaborate with IT and security teams to contain and remediate threats.

Supports financial professionals with trade-related operational needs, including complex transactions, trade breaks, corrections, alternative investments, securities-backed lending, and reporting inquiries. Maintains trade logs, blotters, statistics, and regulatory documentation while reviewing reports and escalating issues. Requires knowledge of fixed income and trading processes, strong analytical and communication skills, attention to detail, and proficiency with Microsoft Office, Salesforce, and clearing-firm systems. Series 7 and 63 or 66 licenses are required, with additional licenses required within six months of management request.

Leads strategic business initiatives, analyzes and improves operational processes, manages complex projects, develops dashboards and metrics, documents requirements in Jira, supports change management, and communicates risks and recommendations to stakeholders and executives.

Provides front-line support to financial advisors and their staff by handling high-volume calls and emails, resolving account servicing and technology questions, documenting interactions in Salesforce, and coordinating with internal teams. The role requires accurate, empathetic communication, knowledge of financial service processes, and adherence to service and compliance standards. It also offers development toward a Wealth Advisor Associate position after completing licensing and competency requirements.

Leads day-to-day operations for a wealth-management firm, including workflow standards, service quality, KPIs, process improvement, regulatory adherence, reporting, vendor coordination, marketing implementation, and operational change initiatives. Manages and develops administrative staff, coordinates staffing and onboarding, resolves complex client and advisor issues, and partners with leadership, compliance, advisors, and external stakeholders to improve scalability and client experience.

Manage onboarding operational processes for financial advisory firms by coordinating documentation, data uploads, reports, carrier appointments, logo installations, stakeholder meetings, and special projects. The role supports onboarding consultants, maintains standard operating procedures and SharePoint records, tracks issues, and ensures accurate, timely execution across onboarding activities.

Process client account openings, maintenance requests, asset transfers, distributions, and special account features. Maintain accurate records, organize files, resolve paperwork issues, update account statuses, and support advisors and clients with documentation and platform questions. The role requires attention to detail, financial report reconciliation, strong communication, customer service, multitasking, and Microsoft Office proficiency. It also supports processing standards, cross-training, compliance, and other departmental projects.

Processes client and firm cash movements, including checks, deposits, wires, journals, and EFTs. Maintains AdvisorComplete and Salesforce queues, monitors securities paperwork, reconciles monthly blotters, reviews reports, identifies anomalies for Anti-Money Laundering and management, and resolves issues with advisors and staff. Requires accuracy, strong organization, communication, math, data-entry, and Microsoft Office skills, with occasional bank deposits and overtime as needed.

Leads advanced financial planning support for financial advisors and investors, developing comprehensive plans across investments, taxes, estates, retirement, and insurance. Mentors planning staff, delivers presentations and educational content, advises on planning technology, improves processes, and leads strategic department projects. Requires strong analytical, communication, and relationship-building skills, CFP certification, advanced planning software and Excel expertise, and at least seven years of financial planning experience.

Supports lead financial advisors by attending client meetings, preparing reports and draft financial plans, analyzing portfolios and asset allocations, generating rebalancing trades, researching investment products, managing CRM and portfolio system data, assisting clients with online access, and coordinating broker-dealer or custodian service requests. The role also maintains compliance records, forwards complaints, and addresses regulatory risks while delivering responsive client service.

Processes client account openings, maintenance requests, asset transfers, rollovers, distributions, and special account features. Maintains accurate records, resolves paperwork issues, updates account statuses, and supports advisors and clients with requirements and account-system questions. The role also contributes to processing standards, cross-training, compliance-related data integrity, and administrative projects. Strong attention to detail, organization, communication, financial report analysis, and Microsoft Office proficiency are required.

Provides frontline support to financial advisors and their staff by handling high-volume calls and emails, resolving account-service inquiries, documenting interactions in Salesforce, explaining systems and procedures, and coordinating with internal teams. The role requires strong communication, organization, attention to detail, adaptability, and financial-services knowledge. It offers a development path toward a Wealth Advisor Associate role after completing FINRA licensing and demonstrating proficiency.

Leads enterprise data governance strategy, data quality, stewardship, master and reference data management, metadata, lineage, and golden records. Establishes governance policies, metrics, ownership models, and remediation processes while overseeing tools such as Alation, Monte Carlo, and Profisee. Partners with data, cybersecurity, compliance, and business teams to embed governance into platforms, pipelines, modernization initiatives, and AI/ML programs. Directly supervises data governance professionals and analysts.

Serve as the primary contact for financial advisors, staff, and clients, resolving service requests and navigating complex situations. Provide guidance on AdvisorComplete and Wealthscape, collaborate across departments to deliver tailored outcomes, and document interactions in Salesforce. The role requires strong judgment, discretion, communication, relationship-building, and at least two years of client service experience in financial services, banking, or operations.

Processes client account openings, maintenance requests, asset transfers, distributions, and special account features. Maintains accurate client records, resolves paperwork issues, supports advisors and clients with account questions, and educates users on AdvisorComplete. The role also contributes to processing standards, cross-training, compliance, and ad hoc departmental projects while managing high transaction volumes accurately and efficiently.

Processes client account openings, maintenance requests, asset transfers, distributions, and special account features. Maintains accurate records, resolves paperwork issues, supports advisors and clients, and ensures data integrity and compliance. The role also involves answering account-status questions, educating representatives on AdvisorComplete, meeting processing standards, cross-training, and completing related projects.

Own the MarTech product backlog with a focus on Sitecore CMS capabilities, including website components, personalization, analytics, SEO, and content management. Translate business priorities into requirements, epics, user stories, and acceptance criteria. Partner with stakeholders, architects, engineers, and Agile teams to prioritize delivery, support UAT, monitor KPIs, maintain platform standards, and drive adoption and continuous improvement.

Serves as the primary advisor-facing expert for the PWS platform, supporting technology implementation, onboarding, escalations, retention, and ongoing advisor relationships. Provides onsite transition and wellness support, coordinates issue resolution, tracks retention and escalations, generates executive reporting, and assists with advisor events and communications. Coaches team members, develops best practices, and helps advisors and staff understand and maximize Kestra’s platform and services.

Recruit advisors to the Kestra Financial Network through outbound calling, email campaigns, networking, virtual meetings, and technology demonstrations. Qualify and nurture prospects throughout the recruitment process, maintain Salesforce activity records, develop financial models in Excel, support transition discussions, build referral partnerships, manage territory research, and assist external recruiters with appointments and business development.