What are the responsibilities and job description for the Business Development Consultant position at Kestra Financial?
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Business Development Consultant will work with qualified financial advisors and firms to recruit them to the Kestra Financial platform. This role encompasses recruiting to the Kestra "Direct" Corporate RIA and Kestra Private Wealth Services platforms.
ESSENTIAL DUTIES AND RESPONSIBILITIES:To perform this job successfully, an individual must be able to satisfactorily perform each essential duty.
EDUCATION AND/OR EXPERIENCE:
INTERNAL APPLICANT POLICY:
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.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Business Development Consultant will work with qualified financial advisors and firms to recruit them to the Kestra Financial platform. This role encompasses recruiting to the Kestra "Direct" Corporate RIA and Kestra Private Wealth Services platforms.
ESSENTIAL DUTIES AND RESPONSIBILITIES:To perform this job successfully, an individual must be able to satisfactorily perform each essential duty.
- Recruit qualified financial advisors and firms to the Kestra platform.
- Actively build and manage a pipeline of prospective advisors and firms in a sales territory.
- To generate referrals, actively build and manage a pipeline of centers of influence (COIs), including existing Kestra advisors, product sponsors, and third-party recruiters.
- Manage and travel a sales territory to build Kestra Financial's presence.
- Planned and worked with home office business partners to conduct engaging and compelling home office visits, including hosting dinners and other events that immersed the recruit in the Kestra culture and experience.
- Work proactively with the Marketing team to develop creative and effective marketing campaigns in the territory to grow the pipeline and move prospects through the sales pipeline as efficiently as possible.
- Utilize CRM reporting to track and measure recruiter activities and outcomes.
- Manage the advisor and firm relationship through the onboarding process.
- Demonstrated experience and success driving sales through metric-based, behavior-based, and data-driven approaches.
- Strong communicator and collaborator; enjoys coaching and mentoring.
- 5 years of recruiting experience, ideally in the financial services industry.
- 3-5 years in a sales management position.
EDUCATION AND/OR EXPERIENCE:
- College degree or equivalent industry-related experience required
- Series 7 required
- Regular travel
- Ability to sit at a computer for long periods in a well-lit office environment.
- Ability to lift up to 20 pounds
INTERNAL APPLICANT POLICY:
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.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
