Advisor Growth & Strategy Consultant

Kestra Financial; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Kestra Financial is seeking a Business Consultant to empower advisor success through strategy, growth, and operational efficiency across five core areas. You’ll conduct client meetings, develop growth content, and manage third-party relationships to drive profitability and scale for advisory firms.

The role requires 3-5 years in financial services or consulting, a Bachelor’s degree, strong communication and analytical skills, and willingness to travel up to 20%.

Qualifications

• 3-5 years of financial services, practice management, or business consulting experience.
• Bachelor’s degree or the equivalent combination of education and experience is required.
• Applicable FINRA licenses are preferred (e.g., Series 7, 6, 65, 66, 63).
• Intellectual, analytical, and reasoning abilities.
• Excellent written and verbal communication skills.
• High level of professionalism and follow-through.
• Ability to self-direct and manage time and priorities.
• Well-developed organizational and project management skills.
• Ability to see the “big picture” while maintaining attention to detail.
• Ability to work independently and be a team player.
• 20% travel required.

Responsibilities

• Assess businesses by analyzing and advising firms on all aspects of business/practice management (strategy, human capital, marketing, operational efficiency, financial management).
• Conduct client meetings in advisors’ offices, home office on-site meetings, recurring telephone meetings, and webinars.
• Develop and deliver content and programs to drive organic growth, scale, and profitability.
• Manage third-party relationships supporting the team’s initiatives.
• Drive adoption of Kestra platforms and services to improve advisor efficiency, profitability, and growth.
• Manage client engagements with the engagement team (project management, relationship management, business analytics, and client advice).
• Identify opportunities to generate referrals to Kestra departments.
• Provide succession planning and M&A support to Advisors and firms.
• Offer excellent follow-up and efficient problem resolution.
• Escalate issues to relevant Kestra departments as needed.
• Share feedback to improve deliverables and resource adoption.
• Be an expert on Kestra resources and services.
• Stay updated on industry trends in Business Consulting.

Skills

Communication skills

Project management

Time management

Team collaboration

Analytical thinking

Education

Bachelor's degree or equivalent

Job description

Kestra Financial is seeking a Business Consultant to empower advisor success through strategy, growth, and operational efficiency across five core areas. You’ll conduct client meetings, develop growth content, and manage third-party relationships to drive profitability and scale for advisory firms.

The role requires 3-5 years in financial services or consulting, a Bachelor’s degree, strong communication and analytical skills, and willingness to travel up to 20%.