Investment Specialist

Kestra • Austin, TX

3d • Hybrid

About The Position

Kestra Investment Management (KIM) is seeking an Investment Specialist to join their dynamic team. This role reports to the Head of Business & Sales Strategy and is responsible for driving business development, increasing assets under management, and strengthening advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners. The Investment Specialist will act as a trusted partner to financial advisors, introducing them to KIM’s investment models and portfolio construction strategies. The role emphasizes sales and relationship-building to expand the advisor network, promote platform adoption, and deliver tailored investment guidance. This position is ideal for professionals who thrive in a fast-paced, client-focused environment and can directly contribute to growth.

Requirements

• Strong interpersonal, communication, sales, and relationship management skills.
• Solid understanding of portfolio construction, investment analytics, and advisor business models.
• Confidence in presenting via phone, video (Zoom/Teams), and in-person meetings.
• Client-first mindset with strong problem-solving and consultative skills.
• Bachelor’s degree from an accredited four-year college or university required.
• 3+ years of experience in wealth management required; experience with independent advisors preferred.
• Proven ability to meet sales goals and drive business growth.
• Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet).
• Demonstrated success in portfolio construction using model portfolios and strategies.
• FINRA Series 7 and Series 66, or Series 65 required (must be active and in good standing).

Nice To Haves

• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Responsibilities

• Lead proactive outreach and sales efforts to independent financial advisors and RIA firms, educating them on Kestra Investment Management’s (KIM) investment solutions.
• Focus efforts on initiating relationships with Advisors who are first-time partners with Kestra Investment Management.
• Lead execution on Kestra Investment Management lead generation opportunities.
• Engage in the full sales cycle—from lead generation and prospect engagement to onboarding.
• Build deep advisor partnerships by understanding investment philosophies and aligning KIM solutions to help scale their businesses.
• Provide responsive, solutions-oriented service to advisor inquiries, fostering trust and long-term loyalty.
• Deliver compelling portfolio insights, market commentary, and consultative advice on asset allocation, model portfolios, and investment strategies.
• Partner with internal teams and the investment group to advocate for product enhancements and drive advisor satisfaction.

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