Investment 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

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

Job Description

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

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.

Lead with purpose.

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