Advisory Specialist

Encino Building #2, Austin, Texas, United States of America

Job Description

Posted Tuesday, June 17, 2025 at 6 : 00 AM

ABOUT US :

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

SUMMARY :

The Advisory Platform & Investment Solutions Specialist has a unique opportunity to participate in architecting, developing, and managing Kestra's Advisory Platforms and Investment Solutions. This role collaborates with many other departments such as Finance, Marketing, Technology, Operations, Legal and Compliance, as well as working closely with external vendors and investment managers.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Participate in the design, development, and on-going enhancement of Kestra's advisory platform and investment solutions
• Serve as an internal subject matter expert on Kestra's advisory platform and investment solutions
• Play an integral role in the day-to-day management of the advisory platform and develop insights and create solutions to support advisors and our consultants
• Develop meaningful relationships with advisors, internal teams and external industry participants
• Work with internal and external teams to ensure timely, accurate and on budget delivery of initiatives
• Develop an understanding of industry trends, the competitive landscape, and providers in our space
• Define and develop processes and work with multiple Fintech systems

KNOWLEDGE, SKILLS, AND / OR ABILITIES : To perform this job successfully, the individual should have the following skills and abilities.

SUPERVISORY RESPONSIBILITIES : None

EDUCATION AND / OR EXPERIENCE :

CERTIFICATES, LICENSES, REGISTRATION :

INTERNAL APPLICANT 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 :

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements :

INTERNAL APPLICANT 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 :

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements :

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.

Encino Building #2, Austin, Texas, United States of America

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