Business Consultant, Financial Consultant

Explore Life at Kestra

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor‑focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

The purpose of the Business Consulting team is to empower advisor success by helping advisors and firms in five business‑critical areas: strategy, growth and marketing, financial management, human capital, and operational efficiency.

• Assess businesses by analyzing and advising firms on all aspects of practice management, particularly in strategy, human capital, marketing, operational efficiency, and financial management.
• Conduct client meetings in advisors’ offices, home offices, on‑site, recurring telephone meetings, and webinars.
• Develop and deliver content and programs that assist firms in driving organic growth, scale, and profitability.
• Manage various third‑party relationships that support the team’s initiatives.
• Drive adoption of Kestra platforms and services that enable Advisors to achieve higher levels of efficiency, profitability, and growth.
• Manage client engagements in coordination with the engagement team, including project management, relationship management, business analytics, and client advice.
• Identify opportunities to drive referrals to Kestra departments.
• Provide succession planning and M&A support to Advisors and firms.
• Deliver excellent follow‑up and efficient problem resolution.
• Escalate issues or interests related to Kestra departments such as Technology, Operations, Compliance, Marketing, Business Development, and Wealth Management.
• Share feedback from Advisors and staff with the Kestra Executive Committee and departments to improve deliverables and resource adoption.
• Be an expert on the primary Kestra resources and services.
• Stay informed on industry trends in Business Consulting.
• Maintain the Kestra culture, minimize attrition, and deliver results, ensuring a positive client experience.
• Share industry ideas and best practices from other advisors with the Business Consulting Team, advisors, and staff.

• 3–5 years of financial services, practice management, or business consulting experience.
• Bachelor’s degree or an equivalent combination of education and experience.
• Applicable FINRA licenses preferred (e.g., Series 7, 6, 65, 66, 63).
• Strong intellectual, analytical, and reasoning abilities.
• Excellent written and verbal communication skills.
• High level of professionalism and follow‑through.
• Ability to self‑direct and manage time and priorities.
• Well‑developed organizational and project management skills.
• Ability to see the “big picture” while maintaining attention to detail.
• Ability to work independently and be a team player.
• 20% travel required.

• Competitive pay and benefits with a large employer.
• 401(k), health insurance, and a competitive benefits package.
• Supportive, collaborative environment committed to professional excellence.
• Opportunity to help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.
• Tuition reimbursement for qualified expenses.

Our mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live our values of Serve, Make it Happen, and One team.

Employment at Kestra is at all levels and we commit to equal opportunity. If hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance, and experience for evaluation of your potential employment.

• Kestra Financial prohibits discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.