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
Senior Advisor Marketing Manager
Lead with Purpose. Partner with Impact. The Senior Advisor Marketing Manager is an advisor-facing marketing strategist responsible for helping Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth…
Director, Advisor Technology Integrations
Lead with Purpose. Partner with Impact. Kestra Holdings is seeking a Director of Technology Integration to lead technology strategy, due diligence, and post-acquisition integration across our growing network of…
Director, Regulatory Compliance
Lead with Purpose. Partner with Impact. Kestra Financial seeks an experienced compliance leader to direct the Firm's Regulatory Compliance function. The Director, Regulatory Compliance leads regulatory examinations and…
Senior Technical Recruiter
Lead with Purpose. Partner with Impact. At Kestra, we move fast, innovate continuously, and expect results. The Senior IT Recruiter serves as a strategic talent acquisition partner responsible for full-cycle recruiting…
Senior Salesforce Engineer
Lead with Purpose. Partner with Impact. Kestra Financial is undergoing a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC),…
Senior Employee Relations Partner
Lead with Purpose. Partner with Impact. The Senior Employee Relations Partner serves as a trusted advisor to leaders and employees across the organization, providing expert guidance on employee relations, workplace…
Director of Cloud
Lead with Purpose. Partner with Impact. We are seeking a Director of Cloud & Platform Engineering to lead and mature our cloud platform organization. This leader will own the strategy, architecture, operations, and…
Business Development Specialist
Lead with Purpose. Partner with Impact. Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for an ambitious, energetic, career…
Account Services Supervisor
Lead with Purpose. As a Client Service Supervisor, you are a frontline leader responsible for overseeing daily operations, supporting a team of Client Service Associates and Specialists, and ensuring the delivery of…
Product Owner, MarTech
Lead with Purpose. Partner with Impact. Kestra Financial is undergoing an enterprise transformation to modernize and elevate the advisor and client experience. Our focus is on delivering advisor‑ and client‑centric,…
Director of Observability
Lead with Purpose. Partner with Impact. We are seeking a Director of Observability to stand up a brand-new observability and reliability practice from the ground up at Kestra Holdings. This is a working leadership role…
Financial Advisory - Support Advisor
Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX, Cypress, TX, Waco, TX, and Irving, TX. We exceed…
Senior Data Product Owner — Trusted Master Data
Lead with Purpose. Partner with Impact. Kestra Financial is seeking a senior, governance-minded Data Product Owner to lead delivery of the Trusted Master Data initiative. This is our foundational program that…
Senior Strategic Implementation Manager
Lead with Purpose. Partner with Impact Kestra Financial, a leading provider of wealth management platforms, technology solutions, and investment products empowering independent financial advisors and RIAs nationwide,…
Director, Custodian Operations and Strategy
Lead with Purpose. Partner with Impact This role will oversee the strategy, administration, and delivery of integrated multi-custodian account and investment data through the Kestra echo system. This role will support…
Director, Surveillance
Lead with Purpose. Partner with Impact. The Director of Surveillance leads the firm’s surveillance program and is responsible for identifying, mitigating, and reporting risks associated with client accounts and…