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 ...
Kestra Private Wealth Services, an independent, wholly owned RIA subsidiary of Kestra Financial, seeks a Director of Operations & Administration. The ideal candidate will have working familiarity with the financial services business generally and be adept at efficiently managing multiple tasks simultaneously including: supporting management team in various capacities, manipulating and analyzing data within excel spreadsheets, certain business con...
ABOUT US. Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings co...
ABOUT US. Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings co...
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 ...
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 ...
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 ...
Kestra Investment Management (KIM) provides a broad range of sophisticated investment solutions, researches market and economic trends, and communicates our views with advisors, clients and the public. Established in 2021 and headquartered in Austin, Texas, KIM is a rapidly growing, innovative team focused on supporting financial professionals and their clients. The team currently manages assets exceeding $1 billion. The Head of Marketing for Kes...
SUMMARY: The 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 through reinvention, advocacy, and integrity. Become experts on our operational systems including AdvisorComplete and Streets...
