Kestra Financial · 2 months ago
Advisor Engagement Consultant
Austin, TX
Full-time
Onsite
Entry, Mid Level
2+ years expKestra Financial is a leading independent advisor platform that empowers financial professionals to deliver superior client service. The Advisor Engagement Consultant plays a vital role in supporting advisor success by managing internal reporting, analyzing firm data, and coordinating advisor outreach efforts. This role is ideal for a proactive and detail-oriented professional eager to grow their career in financial services.
BankingConsultingFinanceFinancial Services
Responsibilities
Provide operational and strategic support to Engagement Consultants by managing internal reporting, tracking goals, analyzing firm data, and preparing for advisor meetings
Serve as the primary point of contact for all non-covered firms and Advisors, ensuring timely and effective communication and follow-up
Manage the Business Consulting inbox and triage all inbound inquiries from non-covered firms and Advisors
Coordinate across departments to follow through on advisor requests and escalations
Build, maintain, and optimize dashboards, reports, and analyses to support decision-making and measure advisor engagement
Support advisor outreach efforts, including calling campaigns and event participation
Conduct due diligence and manage third-party business services used by independent Advisors
Develop and manage project plans for key programs (e.g., Deferred Compensation, Ignite, Peer Perspectives, advisor events)
Provide hands-on support to Advisors using third-party tools (e.g., Workable, Ensemble Group, and Executive Search platforms)
Communicate project progress to stakeholders at all levels through regular updates and presentations
Uphold Kestra’s values of professionalism, integrity, and excellence in every interaction
Qualification
Required
2–5 years of experience in program coordination or relationship management, with a focus on executing program objectives and using reporting tools to track engagement and measure key performance indicators
Excellent verbal and written communication skills, with confidence in conducting advisor-facing virtual meetings and calls
Ability to use Kestra's choice of software to manage projects (Smartsheets, Salesforce and Confluence)
Proficient in various desktop and Internet based applications
Strong organizational skills with the ability to balance strategic planning and day-to-day execution
Ability to be agile and adaptable in a fast –paced environment
Strong verbal, writing, presentation, meeting facilitation, teamwork, and interpersonal skills
Advanced proficiency in Microsoft Excel
College degree or equivalent required
Preferred
Financial services experience preferred
Benefits
Full health, vision, dental.
401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase