Business Development Specialist

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. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact. 

Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for an ambitious, energetic, career focused Business Development Recruiter to assist us in expanding our advisor network. The candidate must be market knowledgeable, experienced in advisor recruitment, and have a growth mind-set.

What you’ll Do:

• Partner with external BD Consultant to recruit advisors into the Kestra Financial Network
• Uncover and Qualify leads through focused calling and email campaigns
• Host virtual meetings and Tech Demos to inform and engage prospects
• Connect, network, and build rapport with recruits
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in SalesForce CRM
• Pro-Forma development and Financial Model completion in excel
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits including hosting occasional dinners
• Assist with setting appointments for the external recruiter
• Collaborate with the external to grow territory by delivering the company value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory specific outbound prospecting lists

What You Bring: 

• College degree or equivalent industry related experience
• Sales professional with 3+ years' experience
• FINRA Series 6 or Series 7 preferred but not required
• Excellent written and verbal communication skills
• Collaboratively minded
• Motivation for sales
• Prospecting skills
• Goal focused & process driven
• Relentless
• Ability to uncover customer needs, wants and desires as well as pain points
• Territory management
• Market knowledge
• Strong webinar presentation skills
• Executive presence

Internal Application 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 to support you:

• 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

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.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

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.