Kestra Financial
Independent wealth management platform for financial professionals.
Company facts
- Founded
- 1997
- Employees
- 200
- Headquarters
- United States
- CEO
- James Poer
- Type
- Private
- Subsidiaries
- Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, Kestra Institutional Services
About
At Kestra Financial, we are at the forefront of revolutionizing the wealth management industry through pioneering technology and an unwavering commitment to advisor success. Since our inception in 1997, we have been dedicated to empowering sophisticated, independent financial professionals with the innovative tools and steadfast support necessary to provide superior client service and achieve remarkable growth. Our proprietary technology platform, AdvisorComplete, serves as the central hub for our advisors' daily operations, offering a seamless, integrated experience that is both flexible and scalable. This web-based system, accessible from any device with single sign-on capabilities, connects our partners to a comprehensive suite of trusted operational and financial applications, including premier CRM, trading, performance, and compliance tools. We believe that technology should simplify, not complicate, and our platform is a testament to this philosophy, enabling advisors to streamline their workflows and focus on what matters most: their clients. Our innovation extends beyond our technological infrastructure. Headquartered in the vibrant 'Silicon Hills' of Austin, Texas, Kestra Financial fosters a unique culture of reinvention and collaboration. We provide our network of over 1,700 financial professionals with unparalleled direct access to our leadership team and a collaborative community of peers, fostering an environment of shared knowledge and mutual growth. We don't just provide a platform; we deliver a partnership. Our business consultants work hand-in-hand with advisors to leverage our technology and resources to their fullest potential, helping them to build and expand their businesses. By combining our advanced technology with personalized consulting and a culture of continuous innovation, Kestra Financial is not just participating in the evolution of financial services; we are actively driving it, ensuring our advisors and their clients are always positioned for the future.
Open positions
Head of Transitions
Lead with Purpose. Partner with Impact. Kestra Financial is seeking a transformational Head of Transitions to lead the company’s new advisor transition experience. Ensuring we create a technology-led, modern and…
Project Manager
Lead with Purpose. Partner with Impact. The Project Manager is responsible for the successful management and delivery of operations projects that support the organization’s strategic initiatives and long-term vision.…
Financial Analyst
Lead with Purpose. Partner with Impact. The Financial Analyst is responsible for supporting reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. This role…
Cybersecurity Engineer
Lead with Purpose. Partner with Impact. We are seeking a Cybersecurity Incident Response Engineer to join our team and help defend our organization against evolving cyber threats. This role focuses on identifying,…
Head of Business Operations & Strategy
About Arden Trust Company Arden Trust Company is an independent trust company dedicated to delivering exceptional fiduciary, trust administration, and wealth management support solutions. We combine a client-focused…
Director, Technology Services
Lead with Purpose. Partner with Impact. The Director, Technology Services leads the team responsible for enabling advisors and firms across the Kestra platform ecosystem by executing core setup, provisioning, and…
Concierge Supervisor
Lead with Purpose. Partner with Impact. The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of…
Client Service Case Manager
Lead with Purpose. Partner with Impact. The Client Service Case Manager is responsible for the end-to-end management and resolution of service requests that cannot be completed during the initial contact with the…
Senior Scrum Master
Lead with Purpose. Partner with Impact. Kestra is seeking a talented, experienced Senior Scrum Master to support our Data, Analytics & AI Platform group. In this role, you will partner with multiple Scrum and/or Kanban…
Director of Investment Management
Lead with Purpose. Partner with Impact. Arden Trust Company is seeking an accomplished investment professional to serve as Director of Investment Management. This leadership role is responsible for overseeing the…
Senior Accountant
Lead with Purpose. Partner with Impact. The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing & posting journal entries, generating & maintaining…
Financial Advisory - Operations Manager
Who We Are: Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and…
Senior Help Desk Engineer
Lead with Purpose. Partner with Impact. As the Help Desk IT Support Engineer, you will report to manager of the Help Desk. You will provide support to internal our employees and leaders in the financial services…
Scrum Master
Lead with Purpose. Partner with Impact. Kestra is seeking a talented and motivated Scrum Master to support our Data, Analytics & AI Platform group. In this role, you will support multiple Scrum and/or Kanban teams,…