Financial Services Advisor

• Series 65 (or equivalent) Required
• CFP Preferred
• Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
• Unwavering client-first mindset
• Strong personal work ethic and sense of accountability
• Demonstrates respect and professionalism in all interactions
• High level of integrity and trustworthiness
• Exceptional relationship management skills, both written and verbal
• Operates in a fiduciary capacity, always acting in the best interest of the client
• Remains composed and solutions-oriented under pressure
• Proven ability to develop new relationships and convert prospective clients
• Active and empathetic listener
• Self-motivated and driven to excel
• Strategic thinker with strong problem-solving abilities and a forward-looking mindset
• Positive, enthusiastic attitude
• Flexible and adaptable to evolving client needs and firm priorities
• High energy with a proactive approach to challenges
• Creative thinker with a passion for continuous learning and professional growth
• Highly organized with strong attention to detail
• Discreet and dependable, with a strong understanding of confidentiality and compliance obligations

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.

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.

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Lead with purpose.

Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that 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 for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without 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. Kestra Financial prohibits any such discrimination or harassment.