Senior Advisor Success Consultant — Onsite & Travel

Kestra Financial; Austin (TX); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

401(k) plan

Tuition reimbursement

Professional development

Job summary

Kestra Financial is seeking an advisor-facing team member for Kestra Private Wealth Services with wirehouse or regional experience. You will act as the subject matter expert for tech tool implementation, platform questions, and escalation monitoring.

Regular interaction with advisors and staff will promote the PWS value proposition and support scalable client service. The role emphasizes relationship-building, on-site transitions, and coordinating cross-functional support teams.

Qualifications

• College degree or 4+ years of equivalent industry experience.
• Excellent verbal and written communication skills.
• Experience with wirehouse or independent financial advisor industry preferred.
• Willingness to travel up to 80% of time.
• Familiarity with financial planning tools and CRM software.

Responsibilities

• Build relationships with new and veteran advisors across the national footprint.
• Coordinate and track technology platform resolutions for PWS firms.
• Provide on-site transition support for onboarding advisor teams.
• Assist with events and marketing activities for Kestra and PWS.
• Generate regular reporting on issues and escalations within the PWS ecosystem.

Skills

College degree

Customer focus

Communication skills

Travel readiness

MS Office proficiency

Tech-savvy

Advisor industry experience

Onsite collaboration

Education

Bachelor's degree

Tools

MS Office

CRM software

Financial planning tools

RedTail

eMoney

Albridge

Black Diamond

Job description

Kestra Financial is seeking an advisor-facing team member for Kestra Private Wealth Services with wirehouse or regional experience. You will act as the subject matter expert for tech tool implementation, platform questions, and escalation monitoring.

Regular interaction with advisors and staff will promote the PWS value proposition and support scalable client service. The role emphasizes relationship-building, on-site transitions, and coordinating cross-functional support teams.