Advisory Platform Consultant

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.

• Partner with Kestra advisors and staff to drive adoption, optimization, and long‑term retention of our Advisor Enterprise powered by Envestnet and NFS and other core platforms.
• Deliver platform consulting through virtual and in-person meetings with advisors and their teams.
• Conduct training, education, and platform overviews for onboarding and recruiting firms.
• Develop and maintain educational resources and best‑practice guidance related to advisory platform usage.
• Act as a liaison between advisors and internal teams (Wealth Management Operations, Wealth Consulting, Advisory Platform Team) to resolve complex platform issues.
• Communicate advisor feedback, adoption trends, and platform challenges to key stakeholders.
• Demonstrate professionalism, accountability, and a strong client‑first mindset.
• Support additional initiatives as business needs evolve.

• Bachelor’s degree.
• 5+ years of experience in financial services, wealth management, or consulting.
• Deep knowledge of advisory platforms, investment programs, and industry trends.
• Strong presentation, training, and relationship‑management skills.
• Excellent analytical, problem‑solving, and communication abilities.
• Ability to work independently with strong organizational and time‑management skills.
• Willingness to travel up to 25 %.

• Experience with Envestnet, NFS and/or iCapital platforms.
• Professional designations such as CFP®, CIMA®, CFA®, or similar.

• FINRA Series 7, 66 or 63 with qualifying designation for 65.

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.
• Tuition reimbursement for qualified expenses.

It is the policy of Kestra Financial to ensure equal employment opportunity and prohibit any form of discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, or genetic information.