Internal Advisor Engagement Consultant

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. 

The Advisor Engagement Associate plays a vital role in supporting our purpose to help Empower Advisor Success. As a core member of the Advisor Engagement team, this individual partners with Engagement Consultants to deliver impactful meetings, drive adoption of Kestra platforms, and elevate Advisor satisfaction. This is an ideal opportunity for a proactive, detail-oriented professional who thrives in a collaborative, fast-paced environment and is eager to grow their career in financial services.

 

What You’ll Do:

• Provide operational and strategic support to Engagement Consultants by managing internal reporting, tracking goals, analyzing firm data, and preparing for advisor meetings.
• Serve as the primary point of contact for all non-covered firms and Advisors, ensuring timely and effective communication and follow-up.
• Manage the Business Consulting inbox and triage all inbound inquiries from non-covered firms and Advisors.
• Coordinate across departments to follow through on advisor requests and escalations.
• Build, maintain, and optimize dashboards, reports, and analyses to support decision-making and measure advisor engagement.
• Support advisor outreach efforts, including calling campaigns and event participation.
• Conduct due diligence and manage third-party business services used by independent Advisors.
• Develop and manage project plans for key programs (e.g., Deferred Compensation, Ignite, Peer Perspectives, advisor events).
• Provide hands-on support to Advisors using third-party tools (e.g., Workable, Ensemble Group, and Executive Search platforms).
• Communicate project progress to stakeholders at all levels through regular updates and presentations.
• Uphold Kestra’s values of professionalism, integrity, and excellence in every interaction.

 

What You Bring: 

• 2+ years of experience in program coordination or relationship management, with a focus on executing program objectives and using reporting tools to track engagement and measure key performance indicators.
• Excellent verbal and written communication skills, with confidence in conducting advisor-facing virtual meetings and calls.
• Ability to use Kestra’s choice of software to manage projects (Smartsheets, Salesforce and Confluence).
• Proficient in various desktop and Internet based applications.
• Strong organizational skills with the ability to balance strategic planning and day-to-day execution.
• Ability to be agile and adaptable in a fast –paced environment.
• Strong verbal, writing, presentation, meeting facilitation, teamwork, and interpersonal skills.
• Advanced proficiency in Microsoft Excel.

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.

Disclosure By 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.