Business Development - Business Development Specialist

Kestra • Austin, TX

19h

About The Position

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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 opportunity offers competitive compensation and unlimited upside potential—perfect for someone ready to take their recruiting career to the next level in a firm that rewards results and values entrepreneurial energy.

Requirements

• College degree or equivalent industry-related experience
• Sales professional with 3+ years' experience
• Broker-Dealer experience preferred
• Excellent written and verbal communication skills
• Collaboratively minded
• Motivation for sales
• Prospecting skills
• Goal-focused & process-driven
• Relentless
• Ability to uncover customer needs, wants, and desires, as well as pain points
• Territory management
• Market knowledge
• Strong webinar presentation skills
• Executive presence

Nice To Haves

• FINRA Series 6 or Series 7 license is not required

Responsibilities

• Partner with an external BD Consultant to recruit advisors into the Kestra Financial Network
• Uncover and qualify leads through focused calling and email campaigns
• Host virtual meetings and Tech Demos to inform and engage prospects
• Connect, network, and build rapport with recruits
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in Salesforce CRM
• Pro-Forma development and Financial Model completion in Excel
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits, including hosting occasional dinners
• Assist with setting appointments for the external recruiter
• Collaborate with the external to grow territory by delivering the company's value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory-specific outbound prospecting lists

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level