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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #208Monday, September 25, 2023SUMMARY: The Fee Billing Specialist position is an excellent opportunity to work for an established, top-rated Wealth Management firm. The Fee Billing Operations Department ensures that advisory and account fees are assessed accurately and timely. This position is responsible for educating advisors and staff on account billing activities and providing a high level of service within the team. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to pe ...Read more about Fee Billing SpecialistMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #202Monday, September 18, 2023SUMMARY: The Sr. Onboarding Operations Specialist reports to the Director of Onboarding Operations. You will establish several account and product types, focusing on non-Advisory and Advisory brokerage accounts. You will travel on-site to provide high levels of service to our onboarding firms, while working to maintain our client accounts and provide onsite training for operational responsibilities. ESSENTIAL DUTIES AND RESPONSIBILITIES: Process New Accounts, inc ...Read more about Senior Onboarding Operations Specialist - Kestra FinancialMore
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As a member of the Surveillance team, the Analyst will assist the firm in mitigating certain risk conditions associated with client accounts and financial advisor activities. Utilizing a variety of software applications and reports, the Analyst will perform functions & analysis to enable the firm’s achievement of high levels of compliance with industry regulations & company policies. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute ea ...Read more about Analyst, SurveillanceMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #204Thursday, September 14, 2023SUMMARY: The Senior Cashier position is a great opportunity to work for an established, top-rated Wealth Management firm. The Cashiering Department is an integral department in managing firm and client risk, while ensuring client requests are processed quickly and accurately. This position is responsible for assisting and educating advisors and staff with cashiering activities, handling escalations, and principal approvals. ESSENTIAL DUTIES AND RESPONSIBILITIES:To perform this job successfull ...Read more about Senior Financial Services/Brokerage CashierMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #198Wednesday, September 6, 2023The Client Support Specialist (Concierge Specialist) reports to one of our three Supervisor, Concierge team members. You will be a part of a small service team within the Concierge Team. You will be the voice of our organization and the primary contact for all operational needs of our clients, leading independent financial advisors, and their support staff. RESPONSIBILITIES: · Form trusted relationships with our firms. · Be a liaison between our firms and other members of the serv ...Read more about Client Support SpecialistMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #192Monday, August 28, 2023The Senior Concierge Specialist reports to the Supervisor of Concierge Support. The Concierge Team is the voice of Kestra Financial and the primary contact for all operational needs of our clients, leading independent financial advisors and their support staff. Members of the Concierge Team will empower advisor success and become experts on our operational systems, striving to provide complete resolutions and effortless experiences for our clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perfo ...Read more about Senior Concierge SpecialistMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #191Monday, August 21, 2023Join our Kestra Talent Network! If you're unable to find what you're searching for but still want to remain connected, you can submit your resume, and we'll get in touch with you if any relevant opportunities arise. In the meantime, feel free to keep up with what we've been up to: LinkedIn opportunities The Kestra Talent Acquisition Team ...Read more about Talent CommunityMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #187Friday, August 4, 2023As the Compensation Support Specialist, you will report to the Manager, Producer Compensation and will be responsible for providing compensation service and support to Kestra Financial Professionals. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily: Comply with all regulatory rules, written desktop procedures and company policies. Communicate effectively with internal staff. Research compensat ...Read more about Compensation Support SpecialistMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #184Monday, July 31, 2023The VP, Product & Platform Management is responsible for developing the strategy and leading the evolution of all aspects of the Kestra Financial platform. The VP will craft and deliver a vision for building an outcome-based digital-first platform, execute critical strategic and tactical projects, and serve as a leader for client engagement with the platform. The candidate will display strong business acumen and leadership skills and have a deep understanding of BD/RIA platforms, contemporary we ...Read more about VP, Product & Platform ManagementMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #181Wednesday, July 26, 2023The Client Support Specialist (Concierge Specialist) reports to one of our three Supervisor, Concierge team members. You will be a part of a small service team within the Concierge Team. You will be the voice of our organization and primary contact for all operational needs of our clients, leading independent financial advisors, and their support staff. RESPONSIBILITIES: Form trusted relationships with our firms. Be a liaison between our firms and other members of the service ...Read more about Client Support SpecialistMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #180Monday, July 24, 2023As the Account Services Specialist I, you will report to Supervisor of Account Services. You will establish several account and product types, focusing on non-Advisory and Advisory brokerage accounts. You will use different tools to maintain client accounts while providing customer service to our advisors and their staff. RESPONSIBILITIES: Enter new account data into AdvisorComplete℠ Answer questions regarding paperwork requirements and the status of new accounts and transfers. Contact represen ...Read more about Account Services SpecialistMore
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As a member of a supervisory team, you will maintain our compliance with firm/regulatory rules and policies as it pertains to trading and new account activities of Registered Representatives/Investment Advisor Representatives within a designated territory through the daily review of records. You will report to the Manager of Trade Supervision. RESPONSIBILITIES: Coordinates trade and new account supervision for approximately 300 Registered Representatives/Investment Advisor Representatives wit ...Read more about Trade SupervisorMore
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The VP of Business Development will work with qualified candidates to recruit them to the Kestra Financial platform. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily: Recruit qualified financial advisors to the Kestra platform Actively build and manage a pipeline of prospective advisors in a sales territory Actively build and manage a pipeline of centers of influence (COIs) to generate referra ...Read more about VP, Business DevelopmentMore
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Encino Building #2, 5707 Southwest Parkway, Austin, TX, USA ● Req #105Wednesday, May 3, 2023Kestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledg ...Read more about Financial Planning AnalystMore