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 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, 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…
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),…
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, 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…
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…
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),…