Investment Specialist (P2)

ABOUT US:

Kestra IM provides market perspectives, portfolio guidance, model management, and other investment advice through and in conjunction with affiliated registered investment advisers and their associated investment adviser representatives. Kestra IM is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Kestra IM is an affiliate ofKestra Holdings.

Kestra Investment Management is a division of Kestra Holdings, a company with more than two decades of experience empowering independent financial professionals. At Kestra Investment Management, we are committed to enhancing the firm’s investment capabilities by delivering timely market insights, a robust suite of investment solutions, and deep portfolio expertise. Our mission is to support financial professionals in delivering personalized, goals-based advice—helping them serve their clients with confidence and clarity. We are proud to be part of a platform that combines industry-leading technology, resources, and support to fuel advisor success and drive better outcomes.

SUMMARY:

The Investment Specialist plays a key role within Kestra Investment Management (KIM), a division of Kestra Holdings. Reporting to the Head of Business & Sales Strategy, this role is responsible for driving advisor engagement and adoption of KIM’s investment solutions across Kestra’s distribution channels—including Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners.

You will serve as a trusted partner to financial professionals by educating them on KIM’s investment models, portfolio construction strategies, and operational processes. Through proactive outreach and strategic relationship management, you will help increase advisor adoption, grow assets under management, and ensure KIM offerings align with advisor and client needs. You will also act as a liaison between advisors and the investment team, advocating for enhancements that expand the platform’s value.

RESPONSIBILITIES:

• Proactively reach out to financial professionals to introduce and educate them on KIM’s investment solutions and services.
• Build strong relationships with advisors to understand their investment philosophy and needs to identify areas where partnering with KIM can provide value to help grow their business.
• Collaborate with home office teams to generate leads and drive adoption of KIM’s offerings.
• Provide portfolio insights and market commentary, and consult on investment models, portfolio construction, and allocation strategies.
• Respond to advisor and client inquiries with timely and accurate support, analysis, and recommendations.
• Manage the sales process and onboarding of new accounts to grow assets under management and expand advisor relationships.
  
  

SKILLS:

• Relationship Management
• Sales
• Investment-Related Analytics
• Ability to present via phone, teams or zoom
• Customer Service
  
  

EDUCATION AND EXPERIENCE:

• Undergraduate degree from a four-year accredited college or university.
• 3 years of experience in wealth management required; experience working with independent advisors preferred.
• Investment-related technology and tools: Morningstar Direct, Fact Set.
• Portfolio construction using model portfolios and strategies for investment recommendations.
• Meeting sales goals and driving results.
  
  

CERTIFICATIONS:

• FINRA Series 7 and FINRA Series 66 Required.
  
  

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

OTHER DUTIES:

• Ability to sit at a computer for long periods of time in an office environment.
• Ability to lift up to 20 pounds.
• Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours with potential to travel to advisor offices as needed.
  
  

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 based on 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.

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.

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.
  
  

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.