Advisory Platform Consultant

Job description

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 Lead with Purpose. Partner with Impact. This role is with Kestra Financial Services and focuses on driving advisor adoption, efficiency, and engagement across Kestra’s advisory platforms. As an Advisory Platform Consultant, you will serve as a trusted partner to Kestra advisors, combining deep platform expertise with consultative guidance to elevate the firm’s overall wealth management platform experience. Success in this role comes from building strong advisor and staff relationships, delivering impactful education, and helping firms scale through effective platform utilization. What You’ll Do: - Partner with Kestra advisors and staff to drive adoption, optimization, and long t...