Business Development - Business Development Specialist
Kestra Financial, Austin, TX, United States
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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. This opportunity offers competitive compensation and
unlimited upside potential —perfect for someone ready to take their recruiting career to the next level in a firm that rewards results and values entrepreneurial energy.
Responsibilities
Partner with an 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's 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
Qualifications
College degree or equivalent industry-related experience
Sales professional with 3+ years' experience
Broker-Dealer experience preferred
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
Certifications
FINRA Series 6 or Series 7 license is not required
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.
Apply Today Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
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.
LinkedIn: https://www.linkedin.com/company/kestra-financial
#J-18808-Ljbffr
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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. This opportunity offers competitive compensation and
unlimited upside potential —perfect for someone ready to take their recruiting career to the next level in a firm that rewards results and values entrepreneurial energy.
Responsibilities
Partner with an 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's 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
Qualifications
College degree or equivalent industry-related experience
Sales professional with 3+ years' experience
Broker-Dealer experience preferred
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
Certifications
FINRA Series 6 or Series 7 license is not required
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.
Apply Today Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
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.
LinkedIn: https://www.linkedin.com/company/kestra-financial
#J-18808-Ljbffr