Wealth Management - Wealth Consultant

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 :

As a Wealth Consultant you will report to the VP, Wealth Management. You will work with Kestra Financial, Inc. and provide sales and consulting support to our advisors and their staff with an emphasis on Advisory, Mutual Funds, Variable Annuities, Alternative Investments, Retirement Plans and Financial Planning. The success of this role is contingent upon building relationships with our advisors, maintaining expertise in holistic case design, and increasing advisor sales. The Wealth Consultant will focus on our core platforms and products to directly affect the financials of the organization.

RESPONSIBILITIES :

• Focus on sales of our advisory platforms and investment products to achieve budgeted financial goals for Kestra Financial through outbound / inbound consultation and relationship management.
• Present the benefits of our core platforms and our strategic partner products.
• Evaluate client goals and match them with products or platforms appropriate and consistent with achieving those goals.
• Meet established measures of success for ongoing outbound call campaigns in designated territory.
• Partner with Business Consultants to grow sales and best practices of wealth management.
• Develop working knowledge of Kestra strategic partner products and platforms.
• Work with strategic partners' sales teams to develop knowledge and understand their products and best implementation with advisors.
• Grow firm-level sales.
• Develop meaningful relationships and trust with our advisors and other teams
• Travel up to 25%

SKILLS :

EDUCATION AND EXPERIENCE :

CERTIFICATIONS :

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.