Advisor Operations Specialist: Master Managed Accounts

Kestra Financial; Austin (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial is a wealth management platform empowering independent financial professionals to grow their businesses and deliver exceptional client service. The Advisory Operations Specialists team handles managed accounts and AdvisorEnterprise, serving as the primary contact for operational needs and ensuring top‑notch customer service.

You will build relationships with leading firms, support advisor success, and become an expert on our advisory platforms while coordinating with Envestnet

Qualifications

• High School graduate or equivalent.
• College degree or equivalent industry related experience preferred.
• Financial services industry experience preferred.
• Call center experience a plus.
• Proficiency with Microsoft Office products including Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Form relationships with our top firms.
• Empower advisor success through reinvention, advocacy, and integrity.
• Become an expert on AdvisorEnterprise and other advisory platforms.
• Assist advisors and staff with policies and procedures via phone and email.
• Master internal systems such as AdvisorComplete, Envestnet, Laserfiche, Wealthscape and Salesforce.
• Back up Operations by processing new accounts and maintenance items as needed.
• Partner with service team members to ensure a seamless client experience.

Skills

Call center experience

Strong communication

Multi-tasking

Attention to detail

Organizational skills

Education

High School diploma or equivalent

College degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Kestra Financial is a wealth management platform empowering independent financial professionals to grow their businesses and deliver exceptional client service. The Advisory Operations Specialists team handles managed accounts and AdvisorEnterprise, serving as the primary contact for operational needs and ensuring top‑notch customer service.

You will build relationships with leading firms, support advisor success, and become an expert on our advisory platforms while coordinating with Envestnet