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About the Role

Kestra Investment Management is seeking an Investment Specialist to drive business development, increase assets under management, and strengthen advisor relationships. This role involves introducing advisors to KIM’s investment models and portfolio construction strategies, expanding the advisor network, promoting platform adoption, and delivering tailored investment guidance.

Responsibilities

• Lead proactive outreach and sales efforts to independent financial advisors and RIA firms, educating them on Kestra Investment Management’s (KIM) investment solutions.
• Focus efforts on initiating relationships with Advisors who are first-time partners with Kestra Investment Management.
• Lead execution on Kestra Investment Management lead generation opportunities.
• Engage in the full sales cycle—from lead generation and prospect engagement to onboarding.
• Build deep advisor partnerships by understanding investment philosophies and aligning KIM solutions to help scale their businesses.
• Provide responsive, solutions-oriented service to advisor inquiries, fostering trust and long-term loyalty.
• Deliver compelling portfolio insights, market commentary, and consultative advice on asset allocation, model portfolios, and investment strategies.
• Partner with internal teams and the investment group to advocate for product enhancements and drive advisor satisfaction.

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.
• 3+ years of experience in wealth management required; experience with independent advisors preferred.
• Proven ability to meet sales goals and drive business growth.
• Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet).
• Demonstrated success in portfolio construction using model portfolios and strategies.
• 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.

Skills

• Sales
• Relationship management
• Portfolio construction
• Investment analytics
• Presentation
• Problem-solving
• Consultative skills

Location

• Nationwide

Work Type

• Full-time

Experience Level

• 3+ years

Education Level

• Bachelor’s degree from an accredited four-year college or university required.
• FINRA Series 7 and Series 66, or Series 65 required (must be active and in good standing).

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k)
• Health insurance
• Competitive benefits package
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

About the Company

• Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide.
• KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients.
• Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts.
• KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.
• 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.

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.