Investment Specialist

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.
• Prowess in meeting sales goals and driving 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).

Qualifications

• 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

• 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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Flexible schedule to accommodate the needs of the role and the client base.