Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Open Positions
Director of Tax Strategy - Magnetic North Tax & Accounting
5+ years of tax prep and planning experience, CPA or Enrolled Agent, strategic thinker
Senior Financial Planner
Bachelor's degree, 7-10 years of experience, CFP certification required
Financial Planning Specialist
3-5 years of experience in financial planning, CFP certification preferred, Bachelor's degree in finance or related field
Financial Advisor/Paraplanner
3+ years experience as a financial advisor, Series 7, 66, 63 licenses, State Insurance Licenses (Life, Accident & Health), CFP® designation, Knowledge of Emoney, Riskalyze and Redtail software
401(k) Specialist
2+ years of experience in 401(k) plan administration or similar retirement plan experience, Bachelor's degree in finance, business, or a related field, Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
Associate/Support Advisor
3+ years of experience in the financial services industry, Bachelor’s degree in finance, accounting, or related field, and Series 7 and 63 required
Life Insurance Specialist/Producer - Adcock Financial Group
2+ years of relevant industry experience, current Florida 2-14/15 Life and Variable annuity license, and excellent communication and organizational skills
Client Services Associate - Waterworth Wealth Advisors
Bachelor's degree, 3+ years administrative experience. Financial services experience is a plus. Proficiency in CRM & office productivity tools needed
401(k) Specialist
Bachelor's degree in finance, business, or a related field; 2+ years of experience in 401(k) plan administration or similar retirement plan experience; strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
Paraplanner/Support Advisor
Bachelor’s degree in finance, accounting or related field and 3+ years of experience in the financial services industry
+32 More Jobs Available!
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