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About the Role

Kestra Private Wealth Services seeks an individual with wirehouse or regional W-2 experience for a consultative, advisor-facing role. This person will serve as the subject matter expert and point of contact for new and experienced advisors on the PWS platform, focusing on tech tool implementation, general platform questions, and escalation monitoring. They will regularly engage with existing and prospective advisors and staff to promote the PWS value proposition, assess needs, recommend solutions, and provide onsite support. The ideal candidate builds and maintains deep relationships with financial advisors. This role offers opportunities to lead key engagements, coach team members, and shape best practices, preparing for expanded responsibility and advancement into strategic roles.

Responsibilities

Build relationships with new and veteran advisors across a national footprint via onsite interactions to ensure proper implementation of standards and procedures for an excellent advisor team experience.
Maintain retention tracker and assist with retention ideas for the PWS population.
Serve as the central point of contact for new and veteran PWS firms on their technology platform, coordinating and tracking resolutions.
Travel onsite to assist with advisor/support staff onboarding and smooth transition onto the Kestra platform.
Coordinate advisor/staff questions and escalations with subject matter experts, tracking progress.
Conduct ongoing site visits for wellness checks, monitoring advisor morale, and providing home office updates.
Assist with Kestra and PWS events, including communication and organization of advisor and support staff involvement.
Work with all members of the PWS team as needed.
Maintain the Retention Tracker.
Coordinate PWS and Kestra home office employee office visits to maximize coverage experience for advisors and staff.
Generate regular reporting on issues, questions, or escalations within the PWS ecosystem, keeping executives informed.

Requirements

College degree or 4+ years of equivalent industry-related experience.
Strong customer focus.
Excellent verbal and written communication skills.
Strong work ethic.
Extremely organized.
Interpersonal skills.
Networking skills.
Influencing skills.
Ability to multi-task in a fast-paced environment.
Ability to communicate effectively and persuasively with advisors at all organizational levels.
Ability to lead the end-user experience by working backwards.
Ability to work well with others in a small, elite team atmosphere.
Ability to deliver outcomes at the highest professional standards.
MS Office experience.
General understanding of technology and technology systems (preferred).
Experience with RedTail, eMoney, Albridge, Black Diamond, and other financial technology platforms (preferred).
Previous experience in the wirehouse or independent financial advisor industry (preferred).
Ability to travel to advisor sites and other conferences as needed.
Minimum 1 year of service with Kestra (for internal applicants).
Minimum 1 year of service in current role unless approved by EVP (for internal applicants).

Skills

Customer focus
Verbal communication
Written communication
Work ethic
Organization
Interpersonal skills
Networking
Influencing
Multi-tasking
Effective communication
Persuasive communication
End-user experience leadership
Teamwork
Professionalism
MS Office
Technology systems understanding (preferred)
Financial technology platforms (RedTail, eMoney, Albridge, Black Diamond) (preferred)

Location

National footprint
Travel required (up to 80%)

Experience Level

4+ years of equivalent industry-related experience (if no college degree)
Previous experience in the wirehouse or independent financial advisor industry (preferred)
Wirehouse or regional W-2 experience

Education Level

College degree

Benefits

Competitive pay and benefits.
401(k).
Health insurance.
Competitive benefits package.
Supportive, collaborative environment committed to professional excellence.
Opportunities for training, development, and long-term growth within the firm.
Tuition reimbursement for qualified expenses.

About the Company

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service.
The company combines advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support.
Kestra's advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions.
The company's mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.
Kestra lives by its values: Serve, Make it Happen, and One team.

Equal Opportunity

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.