Advisory Platform Consultant

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. 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.


This role is with Kestra Financial Services andfocuses on driving advisor adoption, efficiency, and engagement across Kestra's advisory platforms. As an Advisory Platform Consultant, you will serve as a trusted partner to Kestra advisors, combining deep platform expertise with consultative guidance to elevate the firm's overall wealth management platform experience.

Success in this role comes from building strong advisor and staff relationships, delivering impactful education, and helping firms scale through effective platform utilization.

What You'll Do:

• Partner with Kestra advisors and staff to drive adoption, optimization, and long-term retention of our AdvisorEnterprise powered by Envestnet and NFS and other core platforms.
• Deliver platform consulting through virtual and in-person meetings with advisors and their teams
• Conduct training, education, and platform overviews for onboarding and recruiting firms
• Develop and maintain educational resources and best-practice guidance related to advisory platform usage
• Act as a liaison between advisors and internal teams (Wealth Management Operations, Wealth Consulting, Advisory Platform Team) to resolve complex platform issues
• Communicate advisor feedback, adoption trends, and platform challenges to key stakeholders
• Demonstrate professionalism, accountability, and a strong client-first mindset
• Support additional initiatives as business needs evolve

What You Bring:


Required

• Bachelor's degree
• 5+ years of experience in financial services, wealth management, or consulting
• Deep knowledge of advisory platforms, investment programs, and industry trends
• Strong presentation, training, and relationship-management skills
• Excellent analytical, problem-solving, and communication abilities
• Ability to work independently with strong organizational and time-management skills
• Willingness to travel up to 25%

Preferred

• Experience with Envestnet, NFS and/or iCapital platforms
• Professional designations such as CFP®, CIMA®, CFA®, or similar

Certificates, Licenses, Registration:

• FINRA Series 7, 66 or 63 with qualifying designation for 65

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
• Tuition reimbursement for qualified expenses

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.


Explore Life at Kestra

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Lead with purpose. Apply now and help shape the future of Kestra.

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.