Support Specialist

Compensation Support Specialist

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

Lead with Purpose. Partner with Impact

As the Compensation Support Specialist, you will report to the Supervisor, Producer Compensation and will be responsible for providing compensation service and support to Kestra Financial Professionals.

What You'll Do

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

• Comply with all regulatory rules, written desktop procedures and company policies.
• Communicate effectively with internal staff.
• Research compensation issues, process corrections and provide resolution.
• Respond to email inquiries from producers and document them in Footprints.
• Coordinate with our Accounting department to process commission advances and charge backs.
• Train and assist producers on compensation, producer website, reporting and other tools.
• Meet our team's established service levels.
• Other responsibilities as assigned.
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Regular and predictable attendance is required. Individuals should have the following skills and abilities.

• Must be able to perform duties accurately and timely
• Must demonstrate corporate mission statement and advisor first culture
• Must be proficient with Microsoft Outlook, Word, and Excel.
• Must be able to read, analyze and code compensation statements.
• Must become proficient with the use of vendor(s) and internal programs and software within 30 days of hire including but not limited to BRACS, Salesforce and Advisor Complete.
• Must exhibit good problem-solving skills, prioritization, and attention to detail
• May be required to work overtime, as necessary
• High School Graduate required
• College degree strongly preferred
• 1+ years equivalent industry related experience strongly preferred

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• 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

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values:
Serve, Make it Happen, and One team.