Business Consultant

About the role

Kestra Financial is a wealth‑management platform that empowers independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. The Business Consulting team helps advisors succeed in five critical areas: strategy, growth and marketing, financial management, human capital, and operational efficiency. Business Consultants assess firms, facilitate discussions, deliver presentations, and work with subject‑matter experts to provide consulting value, deepen relationships, manage escalations, drive organic growth, and make specific business recommendations.

Responsibilities

• Assess businesses by analyzing and advising firms on strategy/business planning, human capital, marketing, operational efficiency, and financial management.
• Conduct client meetings in advisors’ offices, on‑site home offices, recurring telephone meetings, and webinars.
• Develop and deliver content and programs that help firms drive organic growth, scale, and profitability.
• Manage various third‑party relationships that support the team’s initiatives.
• Drive adoption of Kestra platforms and services to improve advisors’ efficiency, profitability, and growth.
• Manage client engagements in coordination with the engagement team, including project management, relationship management, business analytics, and client advice.
• Identify opportunities to generate referrals to other Kestra departments.
• Provide succession planning and M&A support to advisors and firms.
• Deliver excellent follow‑up and efficient problem resolution.
• Escalate issues or interests to Kestra departments such as Technology, Operations, Compliance, Marketing, Business Development, and Wealth Management.
• Share feedback from advisors and staff with the Kestra Executive Committee and departments to improve deliverables and resource adoption.
• Maintain expertise on primary Kestra resources and services.
• Stay current on industry trends in business consulting.
• Uphold Kestra’s culture, minimize attrition, and ensure a positive client experience.
• Share industry ideas and best practices with the Business Consulting Team, advisors, and staff.

Requirements

• 3–5 years of financial services, practice management, or business consulting experience.
• Bachelor’s degree or equivalent combination of education and experience.
• Applicable FINRA licenses preferred (e.g., Series 7, 6, 65, 66, 63).
• Strong 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.
• Willingness to travel up to 20% of the time.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of one year of service with Kestra, as well as at least one year in their current role unless approved by the EVP.

Benefits

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k) plan.
• Health insurance.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities to help clients navigate meaningful financial decisions with confidence.
• Training, development, and long‑term growth opportunities 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 live our values: Serve, Make it Happen, and One Team.