Internal Advisor Engagement 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. The Advisor Engagement Associate plays a vital role in supporting our purpose to help Empower Advisor Success. As a core member of the Advisor Engagement team, this individual partners with Engagement Consultants to deliver impactful meetings, drive adoption of Kestra platforms, and elevate Advisor satisfaction. This is an ideal opportunity for a proactive, detail-oriented professional who thrives in a collaborative, fast-paced environment and is eager to grow their career in financial services. What You’ll Do: - Provide operational and strategic support to Engagement Consultants by managing internal reporting, tracking goals, analyzing fi...