Jobs at Kestra Financial (Now Hiring) — 14 open
Graphic Designer
Austin, Texas, United States · On-site
Senior
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 servi…
Skills: Graphic Design, Adobe Creative Cloud, Typography, Layout Design, Editorial Design
Graphic Designer
Austin, Texas, United States · On-site
Senior
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 servi…
Skills: Graphic Design, Adobe Creative Cloud, Typography, Layout Design, Editorial Design
Standard Operating Procedure Manager
Tempe, Arizona, United States · Hybrid
Senior+
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 servi…
Skills: SOP Governance, Process Management, Operational Enablement, Documentation Standards, Executive Facilitation
Paraplanner
Fairfield, New Jersey, United States · On-site
Mid level
Lead with Purpose. Partner with Impact. At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. O…
Skills: Financial Planning, Wealth Management, Cash Flow Analysis, Retirement Projections, Tax Planning
Standard Operating Procedure Manager
Tempe, Arizona, United States · Hybrid
Senior+
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 servi…
Skills: SOP Governance, Process Management, Operational Enablement, Documentation Standards, Executive Facilitation
Paraplanner
Fairfield, New Jersey, United States · On-site
Mid level
Lead with Purpose. Partner with Impact. At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. O…
Skills: Financial Planning, Wealth Management, Cash Flow Analysis, Retirement Projections, Tax Planning
Investment Analyst
Austin, Texas, United States · On-site
Mid level
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 professionals focuse…
Skills: Economic Analysis, Financial Market Research, Data Visualization, Microsoft Excel, Microsoft PowerPoint
Investment Analyst
Austin, Texas, United States · On-site
Mid level
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 professionals focuse…
Skills: Economic Analysis, Financial Market Analysis, Microsoft Excel, Microsoft PowerPoint, Market Commentary
Investment Analyst
Austin, Texas, United States · On-site
Mid level
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 professionals focuse…
Skills: Economic Analysis, Financial Market Research, Microsoft Excel, Microsoft PowerPoint, Market Commentary Writing
Senior Advisor Success Consultant, PWS
Austin, Texas, United States · On-site
Senior
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 servi…
Skills: Client Retention, Relationship Management, Financial Planning Tools, CRM Software, Onboarding
Retirement Plan Relationship Manager - Adcock Financial Group
Tampa, Florida, United States · On-site
Mid level
Retirement Plan Relationship Manager – 401(k) & 403(b) Plans Adcock Financial Group Location: Tampa, FL Schedule: Full Time, In Office Company Overview Adcock Financial Group is an independent financial services firm spe…
Skills: Relationship Management, Retirement Plan Consulting, Fiduciary Services, Investment Analysis, Plan Administration
Product Support Engineer
Tempe, Arizona, United States · On-site
Mid level
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including tradit…
Skills: Technical Support, SQL, Salesforce, Customer Service, Problem Solving
Mergers & Acquisitions - Business Development Specialist
Austin, Texas, United States · On-site
Mid level
Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth manage…
Skills: Financial Modeling, Due Diligence, M&A Execution, Investment Banking, Financial Analysis
Mergers & Acquisitions - Business Development Specialist
Austin, Texas, United States · On-site
Mid level
Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth manage…
Skills: Financial Modeling, Due Diligence, M&A Execution, Investment Banking, Financial Analysis