Investment Specialist
KestraAustin, Texas, United States
Posted January 9, 2026
Full Time
About the Company
Kestra Investment Management is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide.
Job Description
Kestra Investment Management is seeking an Investment Specialist to join our dynamic team, reporting to the Head of Business & Sales Strategy. In this role, you will be responsible for driving business development, increasing assets under management, and strengthening advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners.
Requirements
- Strong interpersonal, communication, sales, and relationship management skills
- Solid understanding of portfolio construction, investment analytics, and advisor business models
- Confidence in presenting via phone, video (Zoom/Teams), and in-person meetings
- Client-first mindset with strong problem-solving and consultative skills
- Bachelor’s degree from an accredited four-year college or university
- 3+ years of experience in wealth management
- FINRA Series 7 and Series 66, or Series 65 certification
Benefits
- Competitive pay and benefits
- 401(k)
- Health insurance
- Tuition reimbursement
- Work-life balance
