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Director, High Net Worth Solutions

Kestra Financial
Kestra Financial Salary
Austin, TX Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/27/2025
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.

As a Senior Wealth Strategist, you act as an advanced planning and investment resource, helping financial advisors elevate their service to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Your deep expertise in advanced planning and portfolio construction empower you to synthesize Kestra’s broad capabilities into comprehensive, consultative strategies advisors can rely on for complex client needs.

RESPONSIBILITIES:

Provide a Comprehensive, Consultative Experience to Advisors for their HNW clients

  • Leverage the Full Spectrum of Kestra’s Capabilities: Integrate investment management, alternative investment due diligence, financial planning, life insurance, and more specialized services into an end-to-end solution for advisors.
  • Enhance Advisor Capacity: Help advisors identify the right Kestra resources for each client scenario—whether it’s portfolio construction, advanced estate planning, or specialized insurance coverage.
  • Create Cohesive Recommendations: Bring together multiple disciplines within Kestra to develop sophisticated strategies addressing clients’ tax, estate, succession, and philanthropic goals.

Serve as the Technical & Analytical “Go-To” Expert

  • Advanced Planning & Analysis: Offer high-level guidance on investment allocations, risk management, retirement modeling, and complex estate/trust strategies.
  • Market & Product Insights: Stay abreast of macroeconomic trends, new product offerings, and legislative changes to inform and refine advisors’ recommendations.
  • Strategic Partnerships: Coordinate with Kestra’s strategic partnerships with other investment product and service providers so that their resources, intellectual capital and wealth solutions can be integrated into this end-to-end consultative experience.

Lead & Develop a Team of Junior Financial Planners

  • Team Management: Oversee a group of junior financial planners offering general paraplanning services to Kestra advisors.
  • Training & Mentorship: Coach junior planners on technical financial planning, client-facing best practices, and workflow efficiency.
  • Succession & Growth Planning: Identify and nurture future talent within the team, ensuring continuity of service excellence and knowledge transfer.

SKILLS:

  • Strong presentation skills, both to financial advisors and clients.
  • Proficiency financial planning tools such as eMoney, MoneyGuide, and other planning solutions.
  • Experience with investment & portfolio analysis solutions such as Factset, Informa, or Morningstar.

EDUCATION AND EXPERIENCE:

  • Undergraduate degree required; Master’s degree preferred.
  • 8-10 years of experience in HNW wealth management and advice delivery.
  • Prior experience managing a team of analysts or planners

CERTIFICATES, LICENSES, REGISTRATION:

  • FINRA Series 7 and 63/65 (or 66) - Can be obtained within 6 months of start date
  • CFP Required. CFA & CPWA preferred.

OTHER DUTIES:

  • Ability to sit at a computer for long periods of time in office environment well lit.
  • Ability to lift up to 20 pounds.
  • Position is located in Austin, TX office. Must be able to work in the office during scheduled hours.
  • Travel Required; 15%

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.

KESTRA VALUES:

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.

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