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As of 30 October 2026, Kestra Financial has 159 open roles (42 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Laserfiche and Kusto Query Language as the tools the team works in.
As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Austin, Texas, United States
- Employees
- 201-500 employees (linkedin)
- Sells to
- independent financial advisors, wirehouse or captive model exiters, wealth management firms
- Certifications on site
- Site languages
- EN
- Career system
- Dayforce
Kestra Financial in one screen
Read from kestrafinancial.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
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.
Named on the site: independent financial advisors, wirehouse or captive model exiters, wealth management firms.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 581 scored.
What Kestra Financial says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
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).Master the internal systems that Kestra uses including AdvisorComplete, Envestnet, Laserfiche, FCCS’s FBSI system, Wealthscape, Salesforce, RevPort and other custodial sites.Conduct threat hunting activities using KQL and Sentinel workbooks.Conduct threat hunting activities using KQL and Sentinel workbooks.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).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 CyberWork closely with our partners at Envestnet.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.· Develop comprehensive financial plans using eMoney.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-aliAdminister 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.• Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with AdvisorsStrong skills in SQL, Python, PySpark, ETL/ELT frameworks, and experience with Delta Lake, Unity Catalog, and CI/CD automation are essential.Strong skills in SQL, Python, PySpark, ETL/ELT frameworks, and experience with Delta Lake, Unity Catalog, and CI/CD automation are essential.Vendors whose code loads on kestrafinancial.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
159 open roles, 99 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 54 · 9 |
| Customer service & success | 28 · 3 |
| social care and community | 10 · 10 |
| Human resources | 7 · 2 |
| IT operations & business systems | 7 · 3 |
| Administration & office | 6 · 2 |
| Legal, compliance & risk | 6 · 2 |
| Product, program & project management | 6 · 0 |
| Business development & strategy | 5 · 3 |
| Sales | 4 · 0 |
| Data & AI | 2 · 0 |
| Retail & store operations | 2 · 0 |
| Software engineering | 2 · 0 |
| General management & consulting | 1 · 1 |
| hospitality and food service | 1 · 1 |
| Marketing & communications | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Kestra Financial to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Kestra Financial
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 581 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Kestra Financial (Austin, United States, 201-500 employees) has 159 open roles, 42 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/kestrafinancial.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from kestrafinancial.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Dayforce career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Kestra Financial: questions
Does Kestra Financial use Salesforce?
Yes, by the company's own words: 48 postings name it, first seen 2025-01-31, in the customer service & success team.
Is Kestra Financial hiring?
159 open roles as of 30 October 2026, 42 opened in the last 30 days and 5 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From kestrafinancial.com itself: we crawled it on 2026-09-25, built the profile on 2026-09-26, and read its career site (Dayforce) hourly since. Headcount is from LinkedIn.
Who should I write to at Kestra Financial?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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