Business Development Specialist

Kestra Financial, Inc.; Austin (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Kestra Financial, Inc. is seeking a proactive Business Development Recruiter in Austin to expand the advisor network. You will partner with an external consultant, conduct outreach campaigns, and conduct virtual demos to engage prospects.

You’ll build relationships, guide candidates through the process, and maintain CRM data. You will leverage market knowledge, strong communication, and goal orientation to drive recruitment success, while supporting cross-team partnerships and regional growth

Qualifications

• College degree or equivalent industry related experience.
• Sales experience of 3+ years.
• FINRA Series 6 or Series 7 preferred but not required.
• Excellent written and verbal communication skills.

Responsibilities

• Partner with external BD Consultant to recruit advisors into the Kestra Financial Network.
• Uncover and qualify leads through focused calling and email campaigns.
• Host virtual meetings and Tech Demos to inform and engage prospects.
• Connect, network, and build rapport with recruits.
• Nurture prospects through the entire recruitment process.
• Maintain timely data and activity entry in Salesforce CRM.
• Collaborate with the external recruiter to grow territory.

Skills

Sales experience

Territory management

Market knowledge

Executive presence

Excellent written and verbal comms

Goal oriented

Collaboratively minded

Relentless

FINRA Series 6/7 preferred

Education

College degree or equivalent industry related experience

Job description

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Job Description

Posted Tuesday, August 11, 2026 at 8:00 AM

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.

Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for an ambitious, energetic, career focused Business Development Recruiter to assist us in expanding our advisor network. The candidate must be market knowledgeable, experienced in advisor recruitment, and have a growth mind-set.

What you’ll Do:

• Partner with external BD Consultant to recruit advisors into the Kestra Financial Network
• Uncover and Qualify leads through focused calling and email campaigns
• Host virtual meetings and Tech Demos to inform and engage prospects
• Connect, network, and build rapport with recruits
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in SalesForce CRM
• Pro-Forma development and Financial Model completion in excel
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits including hosting occasional dinners
• Assist with setting appointments for the external recruiter
• Collaborate with the external to grow territory by delivering the company value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory specific outbound prospecting lists

What You Bring:

• College degree or equivalent industry related experience
• Sales professional with 3+ years' experience
• FINRA Series 6 or Series 7 preferred but not required
• Excellent written and verbal communication skills
• Collaboratively minded
• Motivation for salesGoal focused & process driven
• Relentless
• Ability to uncover customer needs, wants and desires as well as pain points
• Territory management
• Market knowledge
• Executive presence

Internal Application Policy:

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.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm

Kestra Values:
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.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• 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.

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America