Business Development Specialist

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.

About the role

We are looking for an ambitious, energetic, career-focused Business Development Recruiter to assist us in expanding our advisor network. The candidate must be market knowledgeable, experienced in advisor recruitment, and have a growth mindset.

Responsibilities

• Partner with external BD Consultant to recruit advisors into the Kestra Financial Network
• Uncover and qualify leads through focused calling and email campaigns
• Host virtual meetings and Tech Demos to inform and engage prospects
• Connect, network, and build rapport with recruits
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in SalesForce CRM
• Pro-Forma development and Financial Model completion in Excel
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits including hosting occasional dinners
• Assist with setting appointments for the external recruiter
• Collaborate with the external recruiter to grow territory by delivering the company value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory-specific outbound prospecting lists

Requirements

• College degree or equivalent industry-related experience
• Sales professional with 3+ years' experience
• FINRA Series 6 or Series 7 preferred but not required
• Excellent written and verbal communication skills
• Collaboratively minded
• Motivation for sales
• Prospecting skills
• Goal-focused & process-driven
• Relentless ability to uncover customer needs, wants, desires, and pain points
• Territory management experience
• Market knowledge
• Strong webinar presentation skills
• Executive presence

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