{"source":"Breaknorm","page":"https://breaknorm.co/company/kestrafinancial.com","license":"https://breaknorm.co/terms","domain":"kestrafinancial.com","name":"Kestra Financial","legal_name":"Kestra Financial","country":"US","country_second":"IT","city":"Austin","admin1":"Texas","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"independent_financial_advisers","summary":"Kestra Financial is a service provider that supports independent financial advisors, helping them leave wirehouse or captive models and build their own advisory firms. It offers advisor solutions, practice growth and consulting, investments and planning, monetization, and business consulting with compliance and marketing resources. Its ecosystem also includes Kestra Private Wealth Services, Kestra Advisory Services, and Kestra Investment Services.","offerings":["advisor platform","valuation and equity pathways","succession planning","client outcome tools","practice management support"],"target_customers":["independent financial advisors","wirehouse or captive model exiters","wealth management firms"],"business_model":["B2B"],"geo_scope":"unknown","headcount":"201-500","headcount_source":"linkedin","revenue":"10M-50M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/kestra-financial","reviews":[],"contact_points":1,"contact_phones":0,"page_types":["pricing","home"],"crawled":"2026-09-25","profiled":"2026-09-26","indexed":"2026-09-27","hiring_built":"2026-10-28","website_tech":["facebook_pixel","hotjar","adobe","apple","atlassian","cloudflare","jamf","microsoft_365","microsoft_azure","microsoft_entra_id","microsoft_intune","mimecast","mimecast_dmarc_analyzer","openai","salesforce","salesforce_account_engagement","salesforce_marketing_cloud","smartsheet","tipalti"],"hiring":{"open":159,"open_postings":251,"new_7d":0,"new_30d":42,"new_90d":99,"closed_30d":5,"countries":["US"]},"hiring_functions":[["finance_and_accounting",54,9],["customer_service_and_success",28,3],["social_care_and_community",10,10],["human_resources",7,2],["it_operations_and_business_systems",7,3],["administration_and_office",6,2],["legal_compliance_and_risk",6,2],["product_program_and_project_management",6,0],["business_development_and_strategy",5,3],["sales",4,0],["data_and_ai",2,0],["retail_and_store_operations",2,0],["software_engineering",2,0],["general_management_and_consulting",1,1],["hospitality_and_food_service",1,1],["marketing_and_communications",1,0]],"tech_jobs":[{"slug":"salesforce","status":"active","confidence":"high","jobs":48,"first_seen":"2025-01-31","function":"customer_service_and_success","quote":"Proactively monitor business volumes across various queues (AdvisorComplete processing, KDP processing, Onboarding Salesforce queue, ASEscalations Salesforce queue, Salesforce tasks, Onboarding Operations phone queue, Teams chats).","title":"Account Services Supervisor"},{"slug":"laserfiche","status":"active","confidence":"high","jobs":7,"first_seen":"2026-07-13","function":"","quote":"Master the internal systems that Kestra uses including AdvisorComplete, Envestnet, Laserfiche, FCCS’s FBSI system, Wealthscape, Salesforce, RevPort and other custodial sites.","title":"Advisory Operations Specialist"},{"slug":"kql","status":"active","confidence":"high","jobs":2,"first_seen":"2026-10-19","function":"","quote":"Conduct threat hunting activities using KQL and Sentinel workbooks.","title":"Cybersecurity Engineer"},{"slug":"microsoft-sentinel","status":"active","confidence":"high","jobs":2,"first_seen":"2026-10-19","function":"","quote":"Conduct threat hunting activities using KQL and Sentinel workbooks.","title":"Cybersecurity Engineer"},{"slug":"microsoft-teams","status":"active","confidence":"high","jobs":26,"first_seen":"2026-08-07","function":"","quote":"Proactively monitor business volumes across various queues (AdvisorComplete processing, KDP processing, Onboarding Salesforce queue, ASEscalations Salesforce queue, Salesforce tasks, Onboarding Operations phone queue, Teams chats).","title":"Account Services Supervisor"},{"slug":"jira","status":"active","confidence":"high","jobs":18,"first_seen":"2026-04-15","function":"product_program_and_project_management","quote":"Integrate the incident lifecycle with Jira / Jira Service Management (JSM) for ticketing, change correlation, and remediation tracking; partner with Cybersecurity so incidents run once, not separately by Infra and Cyber","title":"Director of Observability"},{"slug":"envestnet","status":"active","confidence":"high","jobs":6,"first_seen":"2026-07-09","function":"finance_and_accounting","quote":"Work closely with our partners at Envestnet.","title":"Advisory Operations Specialist"},{"slug":"morningstar-direct","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-16","function":"","quote":"nvolved in the ongoing management of model portfolios, e.g.: production and review of marketing materials including series briefs, portfolio profiles, trade commentaries, entering model portfolio changes on Envestnet and Morningstar Direct.","title":"Investment Analyst"},{"slug":"emoney","status":"active","confidence":"high","jobs":19,"first_seen":"2022-11-21","function":"finance_and_accounting","quote":"· Develop comprehensive financial plans using eMoney.","title":"Financial Advisor / CFP - Baltimore, Maryland"},{"slug":"microsoft-azure","status":"active","confidence":"high","jobs":10,"first_seen":"2025-06-17","function":"data_and_ai","quote":"This leader will own the strategy, architecture, operations, and reliability of Kestra's Azure cloud environment and will be accountable for evolving the team from reactive infrastructure operations into a modern, service-oriented, SRE-ali","title":"Director of Cloud"},{"slug":"microsoft-sharepoint","status":"active","confidence":"high","jobs":10,"first_seen":"2026-07-13","function":"","quote":"Administer and support Microsoft 365 services, including Exchange Online mailboxes, shared mailboxes, distribution groups, Microsoft Teams, OneDrive, SharePoint, calendar permissions, mobile email configuration, and mailbox delegation.","title":"Senior Help Desk Engineer"},{"slug":"redtail","status":"active","confidence":"high","jobs":10,"first_seen":"2022-11-21","function":"finance_and_accounting","quote":"• Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors","title":"Wealth Associate - Vice President | MOOSHI Wealth Planning & Management"},{"slug":"python","status":"active","confidence":"high","jobs":7,"first_seen":"2026-01-15","function":"","quote":"Strong skills in SQL, Python, PySpark, ETL/ELT frameworks, and experience with Delta Lake, Unity Catalog, and CI/CD automation are essential.","title":"Senior Data Platform Engineer"},{"slug":"unity-catalog","status":"active","confidence":"high","jobs":6,"first_seen":"2025-06-17","function":"data_and_ai","quote":"Strong skills in SQL, Python, PySpark, ETL/ELT frameworks, and experience with Delta Lake, Unity Catalog, and CI/CD automation are essential.","title":"Senior Data Platform Engineer"}],"intents":[],"recent_postings":[{"id":11248008,"title":"Senior Supervisory Principal","city":"","function":"","family":null,"seniority":"senior","posted":"2026-10-28","url":"https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE/jobs/8962","tech":[]},{"id":10724640,"title":"Head of Transitions","city":"Tempe","function":"","family":null,"seniority":"director","posted":"2026-10-27","url":"https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE/jobs/8954","tech":[]},{"id":10724639,"title":"Summer Internship, Trust Administration","city":"Wilmington","function":"","family":null,"seniority":"training","posted":"2026-10-27","url":"https://jobs.dayforcehcm.com/en-US/kestra/ARDENCAREERSITE/jobs/8956","tech":[]},{"id":10724638,"title":"Summer Internship, Trust Administration","city":"Dallas","function":"","family":null,"seniority":"training","posted":"2026-10-27","url":"https://jobs.dayforcehcm.com/en-US/kestra/ARDENCAREERSITE/jobs/8958","tech":[]},{"id":2358439,"title":"Trust Administrator Senior","city":"West Palm Beach","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"senior","posted":"2026-10-20","url":"https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE/jobs/8938","tech":["microsoft-office"]},{"id":2358423,"title":"Trust Administrator Senior","city":"West Palm Beach","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"senior","posted":"2026-10-20","url":"https://jobs.dayforcehcm.com/en-US/kestra/ARDENCAREERSITE/jobs/8936","tech":["microsoft-office"]},{"id":1287436,"title":"Administrative Assistant - 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