Senior Advisor Success Consultant, PWS

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Posted Wednesday, August 19, 2026 at 8:00 AM

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

Kestra Private Wealth Services seeks a person with wirehouse or regional W-2 experience for a consultative, advisor-facing role. This individual will serve as the subject matter expert and point of contact for new and experienced advisors on the PWS platform, focusing on issues related to implementation of tech tools, general platform questions, and the monitoring of escalations. They will engage regularly with existing and prospective advisors and staff to promote the PWS value proposition, assess advisor needs, recommend the appropriate solutions, and provide onsite support to help establish those solutions.

The right candidate for this role loves and respects financial advisors and knows how to build and maintain deep contacts and relationships. In this role, you’ll have the opportunity to lead key engagements, coach team members, and help shape best practices - experiences that naturally prepare you for expanded responsibility and advancement into strategic roles across our services organization.

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily:

• Client Retention – build relationships and rapport with new and veteran advisors across our national footprint via onsite interactions focused on proper implementation of standards/procedures to ensure an excellent advisor team experience. Includes maintaining retention tracker and assisting with retention ideas for PWS population.
• Technology Systems– serve as the central point of contact for new and veteran PWS firms on their technology platform and coordinate and track resolutions. Familiarity with the use of industry standard financial planning tools, customer relationship management software, performance reporting tools, and client service solutions is required.
• On-site Transition Support – travel onsite the day of/after a firm register with PWS to assist with advisor/support staff onboarding and creating a smooth transition onto the Kestra platform. The individual will coordinate advisor/staff questions and escalations with the correct subject matter experts, track progress and provide new teams with a sense of calm and connection. On an ongoing basis, site visits for wellness checks to ensure advisor firm understanding of the full value proposition, monitor advisor morale, and provide any needed updates from the home office.
• Events and Marketing – assist with Kestra and PWS events on communication and organization of advisor and support staff involvement, including events such as podcasts, Peer Perspective round tables, and Advisor/Staff Council Meetings, along with annual and quarterly events such as the PWS Symposium and Kestra Connect Events.
• General Assistance to Management Team – work with all members of the PWS team at various times as needed, maintain the Retention Tracker, coordinate PWS and Kestra home office employee office visits to generate the greatest coverage experience for advisors and staff. Generate regular reporting focused on the tracking of issues, questions or escalations that occur in the PWS ecosystem while keeping executives informed of progress and resolutions is required.

• College degree required or combination of 4+ year of equivalent industry related experience.
• Strong customer focus, excellent verbal and written communication skills, strong work ethic, and extremely organized.
• Interpersonal, networking and influencing skills.
• Ability to multi-task in a…