Investment Specialist
Kestra PWS
Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America Job Description Posted Thursday, April 16, 2026 at 8:00 AM 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). 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. Apply now and help shape the future of Kestra. Disclosure 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. #J-18808-Ljbffr Kestra PWS
- A leading wealth management firm in Austin is seeking an Investment Specialist to support financial advisors and drive business growth. The ideal candidate will possess strong interpersonal, communication, and sales skills, alongside a Bachelor’s degree and FINRA certifications...Suggested
- TwinThread is seeking a Vice President for the U.S. Private Bank as an Investment Specialist in Austin, TX. The ideal candidate will have over 7 years of experience in Private Banking or Financial Services and be responsible for advising clients on investment solutions....Suggested
- U.S. Private Bank - Investment Specialist - Vice President Austin, TX, United States We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private...Suggested
- Job Overview As Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will present on capital markets, lead advisor development, strengthen client satisfaction, and build value‑add relationships while supporting the U.S. Wealth Management strategy...SuggestedWork at officeRemote workNight shift
- Job Responsibilities Become a Subject Matter Expert to be able to present on the firm’s investment themes, various investment platforms, and products/investment strategies Effectively communicate the JP Morgan Wealth Management view and recommendations in a clear concise...SuggestedWork at officeRemote workFlexible hoursNight shift
- A leading financial institution is seeking a Vice President, Investment Product Specialist in Austin, Texas. This role requires presenting on capital markets and leading advisor development while enhancing client satisfaction. Candidates should have extensive knowledge...
$80k - $120k
...asked, and genuinely enjoys helping people find solutions, this role might be a natural fit. As a Real Estate Acquisitions Research Specialist at Smooth Closing, your focus is on connecting with homeowners across Central Texas, listening to their situations, and opening...Base plus commission- A leading real estate brokerage in Austin, TX, is looking for a licensed real estate agent to manage lease listings and work with investors. This role involves building client relationships and converting leads while generating income through a 100% commission-based structure...
- A financial planning firm in Austin, TX, is seeking an Investment Operations Associate to support trading and operational excellence. This full-time role offers significant professional development opportunities. The ideal candidate will have a Bachelor’s degree in a relevant...Full time
- A prominent real estate brokerage in Austin, TX, seeks a licensed real estate agent to manage lease listings and engage with clients. This contractor position offers uncapped earning potential, allowing you to earn income through lease listings and buyer conversions. The...For contractors
- A global financial services firm in Austin is looking for a Subject Matter Expert to lead the communication of investment strategies and manage relationships with advisors. This role requires extensive knowledge of investment products, 7+ years of sales experience, and...
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...Hourly payContract workWork experience placementRemote workFlexible hours- UTIMCO’s Real Return group is looking for an Investment Analyst to join its team. The position will be responsible for assisting the Real Return team with analysis and research to help monitor current investments, evaluate potential investment opportunities, and execute...
- ...Responsibilities: Provide pre- & post- trade compliance support to Portfolio Management and Trading staff Extract and review investment guideline coding from prospectuses, SAI's, investment management agreements, and other contractual constituent documents...Work at office
- ...Chief Investment Officer About the Company Prominent government agency providing legal & judicial services Industry Government Administration Type Government Agency Founded 1840 Employees 1001-5000 Specialties government policy health...Contract workWork at office
- ...Chief Investment Management Officer (CIMO) About the Company Fast-growing cryptocurrency investment & trading company Industry Investment Management Type Privately Held About the Role The Company is in search of a Chief Investment Management...
- ...Chief Investment Management Officer (CIMO) About the Company Rapid-growing cryptocurrency investment & trading company Industry Investment Management Type Privately Held About the Role The Company is in search of a Chief Investment Management Officer...Work at office
- Our client is a Boutique technology-focused Investment Bank. They seeking a highly motivated Investment Banking Analyst to support M&A, capital raising, and strategic advisory transactions within the technology sector. This individual will work closely with senior bankers...
- MidAtlantic Farm Credit Inc. is seeking a Senior Debt & Investments Analyst to support accounting and reporting activities related to debt, derivatives, and investments. With a solid foundation in finance and an analytical mindset, the ideal candidate will have 6-8 years...
- ...administrative functions, and welcome you to join us in our mission to feed the world. Position Description: The Senior Debt & Investments Analyst is responsible for supporting the accounting, analysis, reporting, and control activities related to the Bank’s debt, investment...Full timeTemporary workWork at officeLocal areaImmediate startFlexible hours
$110k
Vaco has partnered with a growing financial services organization in Austin,TX to add a Business Analyst to their team, focused on mergers, acquisitions, and onboarding newly acquired firms. This role is ideal for someone who enjoys working at the intersection of business...Work at officeLocal area- ...firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact. As the Business Analyst, you will report to the Head...Permanent employmentH1bWork at office
- The Amherst Group in Austin, TX is seeking a Portfolio Analyst for its Merchant Banking - Portfolio Management team. This role involves creating financial models, preparing presentations, and collaborating with various teams to drive strategic decisions. The ideal candidate...Flexible hours
- ...Who You'll Work With: AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals, and private clients in major markets around the world. AB Private Credit Investors...Flexible hours
- For over four decades, Cirrus Logic has been propelled by the top engineers in mixed-signal processing. Our rockstar team thrives on solving complex challenges with innovative end-user solutions for the world's top consumer brands. Cirrus Logic is also known for its award...For contractorsWork visa
$112k - $144k
ForeFlight, located in Austin, Texas, is hiring a Financial Analyst to support their Flight Services division. The ideal candidate should possess 5-7 years of experience in financial planning & analysis, strong financial modeling skills, and the ability to present financial...- ...Time Organization: Farm Credit Bank of Texas Location: Texas, Austin, US Posted Date: May 20, 2024 Closing Date: August 15, 2024 Investment Analyst/Trader IV Job Description: Who we are: Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been...Full timeWork at officeLocal areaRemote workFlexible hours
- ...solutions, influencing and responding to change. Focus on superior outcomes, and calibrate work processes for outstanding results. Our Investment in You Competitive Compensation Packages 8 Paid National Holidays & 4 additional Floating Holidays PTO that includes Vacation...Part timeWork experience placementWork at officeLocal areaRelocation packageFlexible hours
- Overview This is a fully onsite position based at our Austin Service Center at 9228 Tuscany Way. Are you being referred by a ONE Gas employee? If so, reach out to that connection and ask about the employee referral program. They can send you a link to apply directly so...For contractorsWork at office
- A prominent homebuilding company is seeking a Land Analyst in Austin, TX, to ensure accurate financial analysis of land acquisition opportunities. The role involves preparing financial proformas, supporting land transactions, and collaborating with various teams to enhance...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Specialist. Be the first to apply!
- investment analyst Austin, TX
- investment specialist Austin, TX
- investment banking analyst Austin, TX
- investment officer Austin, TX
- portfolio analyst Austin, TX
- investment accountant Austin, TX
- property investment Austin, TX
- investment strategist Austin, TX
- investment sales Austin, TX
- community investment Austin, TX


