Kestra Jobs in United States

Lead with Purpose. Partner with Impact. Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, · with clients nationwide.Identify clients' financial objectives and life goals · Develop and present financial pl ...

Lead with Purpose. Partner with Impact. As the Business Analyst, you will report to the Head of the Merger & Integration Management Office (IMO) and play a critical role in shaping how acquired firms transition into the Bluespring operating model. · ...

We are seeking an Account Specialist I to join our Account Services team. In this role, you will be responsible for setting up and maintaining a wide variety of accounts and products with a focus on both Advisory and non-Advisory brokerage accounts. · Competitive pay and benefits ...

The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. · The Service Advisor role is ...

We are seeking a seasoned Databricks Data Engineer with expertise in Azure cloud services and the Databricks Lakehouse platform. We combine advanced business management technology with personalized consulting to provide unmatched scale efficiency and support. · Design build and o ...

Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm. · Manage client relationships and guide them toward wealth goals. · Create and review financial plans, implement strategies, and recommend inves ...

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. · Be the first point of contact for advisors staff and clients deliv ...

We're seeking a visionary and hands-on Senior UX Leader to transform the end-to-end experience for financial advisors across Kestra's proprietary and third-party platforms. · ...

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. · Maintain and troubleshoot PC network connectivity to provide maximum uptime. · Follow standard Help Desk operating procedures · ...

This is an exciting role at Kestra Financial that will give you a great opportunity to achieve a set of high visibility and business critical initiatives. Your primary focus is to guide performance, collaboration, and execution while working constructively within the team and wit ...