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…
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…
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…
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,…
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…
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),…
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…
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…
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…
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…
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),…