Investment Specialist

Bluespring Wealth Partners; Austin (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) match

Tuition reimbursement

Job summary

Kestra Investment Management, part of Kestra Holdings, seeks an Investment Specialist to drive business development, grow 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 the advisor network, promote platform adoption, and deliver tailored guidance that aligns with client goals.

Qualifications

• Bachelor’s degree in a related field required.
• Proven ability to meet sales goals and develop advisor relationships across platforms.
• Experience with wealth management products and independent advisors preferred.

Responsibilities

• Lead proactive outreach to independent financial advisors and RIAs, educating them on Kestra Investment Management’s investment solutions.
• Initiate relationships with first-time Kestra partners and drive lead generation.
• Manage end-to-end sales cycle from prospecting to onboarding and adoption.
• Build advisor partnerships by understanding investment philosophies and aligning solutions to grow client businesses.
• Provide responsive, consultative service and portfolio insights to support decision-making.

Skills

Relationship management

Sales skills

Portfolio construction

Investment analytics

Presentation skills

Communication

Education

Bachelor’s degree

Tools

Morningstar Direct

FactSet

Job description

Explore Life at Kestra Kestra Holdings Website: https://www.kestrafinancial.com/

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM's cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.

Lead with Purpose. Partner with Impact. Are you passionate about financial markets, portfolio strategy, and helping financial advisors grow their business?

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

As a trusted partner to financial advisors, you will introduce them to Kestra Investment Management’s suite of investment models and portfolio construction strategies. With a strong focus on sales and relationship-building, you will expand our advisor network, promote platform adoption, and deliver tailored investment guidance that aligns with client goals.

This role is ideal for professionals who thrive in a fast-paced, client-focused environment where their insights and energy directly fuel growth.

What you’ll Do:

• Lead proactive outreach and sales efforts to independent financial advisors and RIA firms, educating them on Kestra Investment Management’s (KIM) investment solutions.
• Focus efforts on initiating relationships with Advisors who are first-time partners with Kestra Investment Management.
• Lead execution on Kestra Investment Management lead generation opportunities.
• Engage in the full sales cycle - from lead generation and prospect engagement to onboarding.
• Build deep advisor partnerships by understanding investment philosophies and aligning KIM solutions to help scale their businesses.
• Provide responsive, solutions-oriented service to advisor inquiries, fostering trust and long-term loyalty.
• Deliver compelling portfolio insights, market commentary, and consultative advice on asset allocation, model portfolios, and investment strategies.
• Partner with internal teams and the investment group to advocate for product enhancements and drive advisor satisfaction.

What You Bring:

• Strong interpersonal, communication, sales, and relationship management skills.
• Solid understanding of portfolio construction, investment analytics, and advisor business models.
• Confidence in presenting via phone, video (Zoom/Teams), and in-person meetings.
• Client-first mindset with strong problem-solving and consultative skills.
• Bachelor’s degree from an accredited four-year college or university required.
• 3+ years of experience in wealth management required; experience with independent advisors preferred.
• Proven ability to meet sales goals and drive business growth.
• Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet).
• Demonstrated success in portfolio construction using model portfolios and strategies.

Certifications:

• FINRA Series 7 and Series 66, or Series 65 required (must be active and in good standing).

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
• Tuition reimbursement for qualified expenses

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.

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

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.