Advisory Platform Consultant

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. The company combines advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. As an Advisory Platform Consultant, you will serve as a trusted partner to Kestra advisors, combining deep platform expertise with consultative guidance to elevate the firm’s overall wealth management platform experience.

Requirements

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

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k)
• Health insurance
• Competitive benefits package
• Tuition reimbursement for qualified expenses