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 Data Platform Engineer
Lead with Purpose. Partner with Impact. We are seeking a seasoned Databricks Data Engineer with expertise in Azure cloud services and the Databricks Lakehouse platform. The role involves designing and optimizing…
Director of Financial Planning
Lead with Purpose. Partner with Impact. The Director of Financial Planning serves as a critical support resource for approximately 1,450 financial advisors, assisting them in addressing complex financial planning needs…
Tech Data Product Owner
Lead with Purpose. Partner with Impact. Kestra is seeking a customer-focused, outcome-driven Data Product Owner to lead the development and adoption of trusted master data as a core enterprise capability. Reporting to…
Lead Technical Architect
Lead with Purpose. Partner with Impact. Kestra Financial is executing a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC),…
FP&A Analyst
SUMMARY: We are looking for a bright, dynamic analyst to join our growing FP&A team. The Analyst position will report directly to the VP Finance and work closely with the CFO and other members of the senior management…
Director, Data Governance
Kestra is seeking a strategic and results-driven Director of Data Governance to lead the expansion of our enterprise data governance capabilities, with a sharp focus on data quality, data stewardship, and master data…