Engagement Consultant

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 Advisor Engagement Consultant (AEC) plays a key role in strengthening the relationship between Kestra Financial and its affiliated Advisors. Acting as a strategic partner, the Consultant is responsible for driving the adoption of Kestra’s integrated ecosystem, deepening Advisor engagement, and improving retention by delivering high-impact experiences and actionable insights. This individual will serve as a trusted advocate, collecting and sharing the Voice of the Client (VOC) across the organization and continuously working to enhance advisor satisfaction and loyalty.

The Consultant will be evaluated by their ability to increase ecosystem adoption, drive engagement, deliver Moments that Matter, and improve key metrics such as Advisor Retention and Net Promoter Score (NPS).

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily:

• Serve as a primary relationship manager for a defined territory of affiliated advisors.
• Champion Kestra’s integrated ecosystem by identifying opportunities for adoption and usage of key platforms, resources, and services
• Lead onboarding and re-engagement initiatives to ensure advisors realize the full value of their relationship with Kestra Financial.
• Conduct regular outreach and strategic check-ins to deliver insights that drive measurable advisor value.
• Monitor advisor sentiment and collect Voice of Client (VOC) feedback; proactively share insights with internal stakeholders to drive innovation and improve service.
• Partner with cross-functional teams (e.g., Service, Wealth Management, Kestra Investment Management, Kestra Insurance Planning, Arden Trust, Compliance, Marketing, Technology) to deliver coordinated, advisor-centric experiences
• Support the execution of strategic initiatives aimed at increasing advisor satisfaction, retention, and overall Kestra engagement.
• Track and report on advisor engagement, adoption trends, and sentiment metrics across the territory
• Identify and escalate risk signals related to advisor dissatisfaction or disengagement.
• Maintain comprehensive documentation of advisor interactions and outcomes
• Conduct client meetings in advisor’s offices, home offices on-site meetings, recurring telephone meetings, and webinars.
• Provide excellent follow-up and efficient problem resolution within assigned territory.
• Be an expert on the primary Kestra resources and services.
• Maintain Kestra culture, minimize attrition, and deliver results, ensuring a positive client experience.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities:

• Strong understanding of the independent advisor landscape and financial services industry
• Excellent interpersonal skills with a customer-first mindset and ability to build authentic, long-term relationships
• Highly organized with a proven ability to manage multiple priorities and stakeholders
• Skilled at uncovering needs and providing consultative solutions
• Comfortable working cross-functionally in a fast-paced, evolving environment
• Experience with CRM systems, reporting tools, and adoption/engagement metrics
• Strong written and verbal communication skills
• A proactive, empathetic, and solutions-oriented approach to problem-solving
• Ability to travel to support advisor visits, events, or territory meetings
• 60%-75% travel required.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 3-5 years of financial services, relationship management or business consulting experience.

CERTIFICATIONS, LICENSES, REGISTRATIONS:

• Applicable FINRA licenses preferred (e.g., Series 7, 6, 65, 66, 63).

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.