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
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.…
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…
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 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),…
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…
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…
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),…