Advisor Growth & Strategy Consultant

Kestra PWS; Austin (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k)

Health insurance

Training and development opportunities

Job summary

Kestra PWS in Austin, Texas, is seeking a Business Consultant to empower financial advisors by providing strategic and operational consulting. The ideal candidate will have 3-5 years in financial services or business consulting, along with excellent communication and analytical skills.

This position offers competitive pay, 401(k), health insurance, and growth opportunities within a collaborative environment. Internal applicants must meet service requirements.

Qualifications

• 3-5 years of financial services, practice management, or business consulting experience is required.
• Applicable FINRA licenses are preferred (e.g., Series 7, 6, 65, 66, 63).
• Ability to self-direct and manage time and priorities.

Responsibilities

• Assess and advise firms on practice management.
• Conduct client meetings and webinars.
• Develop content and programs to drive growth.

Skills

Financial services experience

Practice management

Business consulting

Analytical skills

Communication skills

Education

Bachelor’s degree or equivalent

Tools

Project management tools

CRM systems

Job description

Kestra PWS in Austin, Texas, is seeking a Business Consultant to empower financial advisors by providing strategic and operational consulting. The ideal candidate will have 3-5 years in financial services or business consulting, along with excellent communication and analytical skills.

This position offers competitive pay, 401(k), health insurance, and growth opportunities within a collaborative environment. Internal applicants must meet service requirements.