Strategic Business Consultant for Growth & Efficiency

Kestra Financial, Inc.; Tempe (AZ); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Business Consultant to empower advisor success across strategy, growth, and operational efficiency. You will conduct meetings, develop growth content, and manage multiple engagements while coordinating with subject matter experts.

The role requires 3–5 years in financial services or consulting, a Bachelor’s degree, strong communication skills, and the ability to work independently with a team. A 20% travel commitment is expected.

Qualifications

• 3–5 years of financial services, practice management, or business consulting experience.
• Bachelor’s degree or the equivalent combination of education and experience is required.
• Applicable FINRA licenses are preferred (e.g., Series 7, 6, 65, 66, 63).
• Intellectual, analytical, and reasoning abilities.
• Excellent written and verbal communication skills.
• High level of professionalism and follow-through.
• Ability to self-direct and manage time and priorities.
• Well-developed organizational and project management skills.
• Ability to see the “big picture” while maintaining attention to detail.
• Ability to work independently and be a team player.
• 20% travel required.

Responsibilities

• Assess businesses by analyzing and advising firms on strategy, human capital, marketing, operational efficiency, and financial management.
• Conduct client meetings in advisors’ offices, home offices, and webinars.
• Develop content and programs to drive organic growth, scale, and profitability.
• Manage third-party relationships supporting the team’s initiatives.
• Drive adoption of Kestra platforms to improve efficiency, profitability, and growth.
• Coordinate client engagements with the engagement team, including project management and analytics.
• Identify opportunities to drive referrals to Kestra departments.
• Provide succession planning and M&A support to Advisors and firms.
• Provide excellent follow-up and efficient problem resolution.
• Escalate issues to Kestra departments as needed.
• Share feedback with the Executive Committee to improve deliverables.
• Stay on top of industry trends in Business Consulting.
• Maintain Kestra culture and client experience.
• Share industry ideas with advisors and staff.

Skills

Client relationship management

Strategic thinking

Project management

Communication skills

Financial services knowledge

Education

Bachelor’s degree

Job description

Kestra Financial, Inc. is seeking a Business Consultant to empower advisor success across strategy, growth, and operational efficiency. You will conduct meetings, develop growth content, and manage multiple engagements while coordinating with subject matter experts.

The role requires 3–5 years in financial services or consulting, a Bachelor’s degree, strong communication skills, and the ability to work independently with a team. A 20% travel commitment is expected.