Encino Building #2, Austin, Texas, United States of America. Job Description. Posted Thursday, January 9, 2025 at 7 : 00 AM. ABOUT US. Come join the dynamic team at Kestra Financial. Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and adv...
SUMMARY. As the Compensation Data Specialist, you will report to the Supervisor, Producer Compensation and will be responsible for coding and entering compensation payments for Kestra Financial Professionals. ESSENTIAL DUTIES AND RESPONSIBILITIES. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Comply with all regulatory rules, written desktop procedures and company policies. Communicate...
Summary. The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties And Responsibilities. Develop new relationships and sales opportunities. Promote and cultivate firm reputation among referral sources and the community. Consult with clients on investment strategies based on individual financial and investment objectives. deliver advice and...
