Kestra PWS
Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America
Tempe, AZ, USA
Job Description Posted Tuesday, October 14, 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: 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.
Develop meaningful relationships and trust with our advisors and other teams.
Travel up to 25%.
SKILLS:
Relationship management
Investment
EDUCATION AND EXPERIENCE:
2+ years of financial services experience
Sales or product consulting experience beneficial in role.
Solid foundation of investment knowledge
CERTIFICATIONS:
FINRA Series 7, 66, or 63 with qualifying designation for 65 waiver or ability to obtain within 6 months of hire
Texas Life and Health License or ability to obtain within 6 months of hire
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:
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.
#J-18808-Ljbffr
Tempe, AZ, USA
Job Description Posted Tuesday, October 14, 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: 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.
Develop meaningful relationships and trust with our advisors and other teams.
Travel up to 25%.
SKILLS:
Relationship management
Investment
EDUCATION AND EXPERIENCE:
2+ years of financial services experience
Sales or product consulting experience beneficial in role.
Solid foundation of investment knowledge
CERTIFICATIONS:
FINRA Series 7, 66, or 63 with qualifying designation for 65 waiver or ability to obtain within 6 months of hire
Texas Life and Health License or ability to obtain within 6 months of hire
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:
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.
#J-18808-Ljbffr