Customer Specialist Jobs at Kestra Financial with Visa Sponsorship
Customer Specialist roles at Kestra Financial sit at the intersection of financial services operations and client support, requiring strong communication skills and the ability to work within a regulated holding company environment. Kestra Financial has a track record of sponsoring employment-based Green Cards for qualified candidates in this function.
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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.
Lead with Purpose. Partner with Impact.
At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We’re hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.
ROLE AND RESPONSIBILITIES
What You’ll Do:
- Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care.
- Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.
- Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.
- Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.
- Document interactions in Salesforce to ensure clarity, consistency, and follow-through.
BASIC QUALIFICATIONS
What You Bring:
- 2+ years of experience in client service within financial services, banking, or operations
- Strong judgment and discretion in navigating complex client needs.
- A proactive, solution-oriented mindset with a passion for delivering value.
- Excellent written and verbal communication skills.
- Ability to build trust and rapport in a fast-paced, professional environment.
- SIE and Series 7 required (or obtained within 6 months of employment)
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.
PREFERRED QUALIFICATIONS
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.
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.
Lead with Purpose. Partner with Impact.
At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We’re hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.
ROLE AND RESPONSIBILITIES
What You’ll Do:
- Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care.
- Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.
- Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.
- Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.
- Document interactions in Salesforce to ensure clarity, consistency, and follow-through.
BASIC QUALIFICATIONS
What You Bring:
- 2+ years of experience in client service within financial services, banking, or operations
- Strong judgment and discretion in navigating complex client needs.
- A proactive, solution-oriented mindset with a passion for delivering value.
- Excellent written and verbal communication skills.
- Ability to build trust and rapport in a fast-paced, professional environment.
- SIE and Series 7 required (or obtained within 6 months of employment)
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.
PREFERRED QUALIFICATIONS
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.
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.
See all 24+ Customer Specialist at Kestra Financial jobs
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Get Access To All JobsTips for Finding Customer Specialist Jobs at Kestra Financial Jobs
Frame your credentials around regulated financial environments
Kestra Financial operates as a holding company within financial services. Highlight any experience with compliance workflows, client account management, or financial product support in your resume to signal you're ready for a regulated customer-facing role.
Target roles listed under Kestra's open Customer Specialist postings
Kestra Financial regularly posts Customer Specialist openings, which means active hiring pipelines with real sponsorship potential. Apply to multiple open positions at once rather than waiting for a single listing to close.
Ask about sponsorship scope during early interview stages
Some employers distinguish between sponsoring H-1B extensions and initiating new Green Card sponsorship. Clarify whether Kestra Financial will support a full EB-2 or EB-3 PERM process from day one rather than assuming all sponsorship types are on the table.
Use Migrate Mate to filter Customer Specialist jobs by verified sponsorship history
Sorting by visa sponsorship record helps you focus only on companies with a real track record for this specific role category. Migrate Mate filters Customer Specialist positions at companies like Kestra Financial by confirmed sponsorship activity.
Prepare your employment authorization documentation before your start date
Kestra Financial completes I-9 verification through E-Verify. If you're transitioning from OPT or another status, have your EAD or I-94 ready before onboarding begins to avoid delays that could affect your first day.
Customer Specialist at Kestra Financial jobs are hiring across the US. Find yours.
Find Customer Specialist at Kestra Financial JobsFrequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Customer Specialists?
Kestra Financial's confirmed sponsorship activity for Customer Specialist roles is focused on employment-based Green Card categories, specifically EB-2 and EB-3, rather than H-1B. If you're currently on H-1B status with another employer, you may be able to transfer your petition, but you should confirm directly with Kestra Financial's HR team whether they initiate new H-1B sponsorship for this function.
Which visa types are commonly used for Customer Specialist roles at Kestra Financial?
Kestra Financial sponsors EB-2 and EB-3 immigrant visa categories for Customer Specialist positions. EB-3 is the more common pathway for roles requiring a bachelor's degree and standard professional experience, while EB-2 applies when the position requires an advanced degree or the candidate can demonstrate exceptional ability. Both require DOL PERM labor certification before USCIS adjudication.
What qualifications or experience does Kestra Financial expect for Customer Specialist roles?
Customer Specialist roles at Kestra Financial typically require experience in client services, account management, or financial operations support. Given Kestra's holding company structure and its work with independent financial advisors, familiarity with investment platforms, brokerage workflows, or financial product support is a strong differentiator. A bachelor's degree in business, finance, or a related field is generally expected.
How do I apply for Customer Specialist jobs at Kestra Financial?
Applications for Customer Specialist positions at Kestra Financial are handled through their careers portal. You can also browse and filter their open Customer Specialist openings with verified sponsorship history on Migrate Mate, which lets you identify active listings before applying directly. Tailor your application to reflect client support experience within financial services environments, as Kestra's client base consists primarily of independent financial advisors.
How do I plan my timeline if Kestra Financial sponsors my Green Card as a Customer Specialist?
If Kestra Financial agrees to sponsor an EB-2 or EB-3 Green Card, expect the PERM labor certification stage alone to take 12 to 18 months with DOL. After PERM approval, USCIS adjudicates the I-140 petition, which can take an additional six to twelve months without premium processing. For EB-3 applicants from high-demand countries, priority date backlogs can extend total timelines further. Start conversations about sponsorship early in the hiring process.
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