Advisory Platform Consultant

About the role

Lead with Purpose. Partner with Impact. This role is with Kestra Financial Services and focuses on driving advisor adoption, efficiency, and engagement across Kestra’s advisory platforms.

Responsibilities

• 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.

Requirements

• 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
• Able 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

Qualifications

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

Skills

• 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

Benefits

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

Opportunities for training, development, and long-term growth within the firm

Tuition reimbursement for qualified expenses

Pay

Competitive compensation based on experience and qualifications

Schedule

Full-time position with some flexibility

Benefits

• 401(k)
• Health insurance
• Competitive benefits package
• Training and development opportunities
• Tuition reimbursement for qualified expenses