Consultant Jobs at Kestra Financial with Visa Sponsorship
Kestra Financial hires Consultants to support its independent financial advisor network, with roles spanning operations, strategy, and client services. The company has a history of sponsoring permanent residency pathways for qualified professionals in this function, making it a viable target for international candidates building a long-term U.S. career.
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Get Access To All JobsINTRODUCTION
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.
ROLE AND RESPONSIBILITIES
This role is with Kestra Financial Services and focuses on driving advisor adoption, efficiency, and engagement across Kestra’s advisory platforms. As an Advisory Platform Consultant, you will serve as a trusted partner to Kestra advisors, combining deep platform expertise with consultative guidance to elevate the firm’s overall wealth management platform experience.
Success in this role comes from building strong advisor and staff relationships, delivering impactful education, and helping firms scale through effective platform utilization.
What You’ll Do:
- Partner with Kestra advisors and staff to drive adoption, optimization, and long term retention of our AdvisorEnterprise powered by Envestnet and NFS and other core platforms.
- Deliver platform consulting through virtual and in person meetings with advisors and their teams.
- Conduct training, education, and platform overviews for onboarding and recruiting firms.
- Develop and maintain educational resources and best practice guidance related to advisory platform usage.
- Act as a liaison between advisors and internal teams (Wealth Management Operations, Wealth Consulting, Advisory Platform Team) to resolve complex platform issues.
- Communicate advisor feedback, adoption trends, and platform challenges to key stakeholders.
- Demonstrate professionalism, accountability, and a strong client first mindset.
- Support additional initiatives as business needs evolve.
BASIC QUALIFICATIONS
Required
- Bachelor’s degree.
- 5+ years of experience in financial services, wealth management, or consulting.
- Deep knowledge of advisory platforms, investment programs, and industry trends.
- Strong presentation, training, and relationship management skills.
- Excellent analytical, problem solving, and communication abilities.
- Ability to work independently with strong organizational and time management skills.
- Willingness to travel up to 25%.
Preferred
- Experience with Envestnet, NFS and/or iCapital platforms.
- Professional designations such as CFP®, CIMA®, CFA®, or similar.
Certificates, Licenses, Registration:
- FINRA Series 7, 66 or 63 with qualifying designation for 65.
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
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.
INTRODUCTION
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.
ROLE AND RESPONSIBILITIES
This role is with Kestra Financial Services and focuses on driving advisor adoption, efficiency, and engagement across Kestra’s advisory platforms. As an Advisory Platform Consultant, you will serve as a trusted partner to Kestra advisors, combining deep platform expertise with consultative guidance to elevate the firm’s overall wealth management platform experience.
Success in this role comes from building strong advisor and staff relationships, delivering impactful education, and helping firms scale through effective platform utilization.
What You’ll Do:
- Partner with Kestra advisors and staff to drive adoption, optimization, and long term retention of our AdvisorEnterprise powered by Envestnet and NFS and other core platforms.
- Deliver platform consulting through virtual and in person meetings with advisors and their teams.
- Conduct training, education, and platform overviews for onboarding and recruiting firms.
- Develop and maintain educational resources and best practice guidance related to advisory platform usage.
- Act as a liaison between advisors and internal teams (Wealth Management Operations, Wealth Consulting, Advisory Platform Team) to resolve complex platform issues.
- Communicate advisor feedback, adoption trends, and platform challenges to key stakeholders.
- Demonstrate professionalism, accountability, and a strong client first mindset.
- Support additional initiatives as business needs evolve.
BASIC QUALIFICATIONS
Required
- Bachelor’s degree.
- 5+ years of experience in financial services, wealth management, or consulting.
- Deep knowledge of advisory platforms, investment programs, and industry trends.
- Strong presentation, training, and relationship management skills.
- Excellent analytical, problem solving, and communication abilities.
- Ability to work independently with strong organizational and time management skills.
- Willingness to travel up to 25%.
Preferred
- Experience with Envestnet, NFS and/or iCapital platforms.
- Professional designations such as CFP®, CIMA®, CFA®, or similar.
Certificates, Licenses, Registration:
- FINRA Series 7, 66 or 63 with qualifying designation for 65.
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
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.
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Get Access To All JobsTips for Finding Consultant Jobs at Kestra Financial Jobs
Frame Your Credentials Around Financial Services Consulting
Kestra Financial sits in the financial services and wealth management space, so position your resume around advisory operations, financial analysis, or platform support work. Generic consulting experience reads weakly here; tie your background directly to independent advisor or broker-dealer environments.
Target Roles Aligned with Permanent Residency Pathways
Kestra Financial has sponsored EB-2 and EB-3 Green Cards for Consultant roles, meaning they engage with the PERM labor certification process. When evaluating open positions, prioritize roles with defined professional requirements, since PERM eligibility depends on the job meeting specific DOL criteria for minimum qualifications.
Browse Verified Sponsorship Roles on Migrate Mate
Use Migrate Mate to filter Consultant openings at Kestra Financial by visa type. This lets you confirm which specific roles have an active sponsorship history before you invest time applying, rather than discovering sponsorship limitations late in the process.
Clarify Sponsorship Scope Before Accepting an Offer
Not every Consultant role at a financial holding company will include both H-1B transfer support and Green Card filing. Before signing an offer, confirm in writing whether the company will sponsor permanent residency through PERM and at what point in your tenure that process would begin.
Prepare Documentation That Supports a Specialty Occupation Argument
For EB-2 or H-1B eligibility, your Consultant role must qualify as a specialty occupation requiring at least a bachelor's degree in a specific field. Gather transcripts, professional certifications, and prior offer letters that demonstrate your role demands specialized financial or business expertise, not generalist skills.
Account for PERM Timeline When Evaluating Competing Offers
The PERM labor certification process typically takes 12 to 18 months before USCIS even receives your I-140 petition. If you're weighing Kestra Financial against other offers, factor this lead time into your decision, especially if your current visa status has a hard expiration window.
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Find Consultant at Kestra Financial JobsFrequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Consultants?
Kestra Financial's documented sponsorship activity for Consultant roles has focused on permanent residency categories, specifically EB-2 and EB-3 Green Cards through the PERM labor certification process. H-1B sponsorship is less clearly established for this function at the company. If you're currently on an H-1B and exploring a transfer, raise this directly with the recruiter early in the process so there are no surprises at the offer stage.
How do I apply for Consultant jobs at Kestra Financial?
Open Consultant positions at Kestra Financial are listed on their careers page and on job boards that index financial services roles. For visa sponsorship-specific filtering, Migrate Mate lets you browse Kestra Financial's Consultant openings by visa type, so you can identify roles with a sponsorship history before applying. Tailor your application to the company's independent advisor support model rather than submitting a generic consulting resume.
Which visa types are commonly used for Consultant roles at Kestra Financial?
The visa categories most relevant to Consultant roles at Kestra Financial are EB-2 and EB-3, both of which require the employer to complete PERM labor certification through the Department of Labor before filing an I-140 petition with USCIS. EB-2 is typically used for roles requiring advanced degrees or exceptional ability, while EB-3 applies to roles requiring a bachelor's degree. The right category depends on how the specific Consultant position is defined.
What qualifications does Kestra Financial expect for Consultant roles?
Kestra Financial's Consultant roles generally require a bachelor's degree in finance, business administration, or a related field, with experience supporting financial advisors, broker-dealers, or wealth management platforms being a strong advantage. For sponsorship purposes, your qualifications need to align with the PERM job requirements, which means your degree field and work history should directly match the role's posted minimum requirements, not just broadly relate to financial services.
How long does the sponsorship process take for a Consultant role at Kestra Financial?
For Green Card sponsorship through EB-2 or EB-3, the PERM labor certification stage alone typically takes 12 to 18 months, followed by USCIS processing of the I-140 petition. Depending on your country of birth, priority date backlogs at the National Visa Center can extend the total timeline significantly beyond that. Most employers, including Kestra Financial, initiate PERM after you've been employed for at least one year, so plan for a multi-year process from your start date.
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