Advisor Investment Solutions Specialist

Kestra Investment Management, LLC; Austin, Northern (TX, KY); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive compensation

Professional development

Job summary

Kestra Investment Management is seeking an Investment Specialist to join our team, reporting to the Head of Business & Sales Strategy. In this role, you will drive business development, increase assets under management, and strengthen advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners.

You will introduce investment models and portfolio construction strategies, expand our advisor network, promote platform adoption, and deliver tailored

Qualifications

• Strong interpersonal and communication skills.
• Experience with independent advisors and wealth management.
• Proven ability to meet sales goals and drive growth.

Responsibilities

• Lead proactive outreach to independent financial advisors and RIAs.
• Expand advisor network and promote platform adoption.
• Manage full sales cycle from prospecting to onboarding.
• Understand client needs and align investment solutions.
• Deliver market insights and consultative advisory services.
• Collaborate with internal teams to advocate for product enhancements.

Skills

Sales

Relationship management

Portfolio construction

Communication

Problem solving

Client-focused mindset

Education

Bachelor’s degree

Tools

Morningstar Direct

FactSet

Job description

Kestra Investment Management is seeking an Investment Specialist to join our team, reporting to the Head of Business & Sales Strategy. In this role, you will drive business development, increase assets under management, and strengthen advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners.

You will introduce investment models and portfolio construction strategies, expand our advisor network, promote platform adoption, and deliver tailored