Finance Jobs at Kestra Financial with Visa Sponsorship
Finance jobs at Kestra Financial span a range of functions, from wealth management operations to compliance and financial analysis. The company has a track record of sponsoring permanent residency pathways for Finance professionals, making it a realistic target if you're building a long-term career in the independent financial services space.
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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.
ABOUT THE ROLE
Kestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.
Responsibilities:
The Analyst can expect to focus in the following areas:
- Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
- Gather, organize, and develop client data within a financial planning context
- Prepare client financial plans and presentations for review by Advisors
- Manage data entry and presentation development for client meetings that pertain to financial planning
- Attend client meetings in a technical and supporting role
- Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
- Advisor relationship management support, including ongoing and regular advisor contact and communications
- Track and cross reference planning data through internal systems
BASIC QUALIFICATIONS
Qualified applicants will have the following attributes:
- CFP Designation Required
- Bachelor’s Degree Required
- 3-10 years’ experience in the finance industry preferred
- Ability to operate efficiently while staying within operational requirements for a consistent client experience required
- Strong attention to detail, process-driven, time management
- Ability to multi-task, understand and execute on priorities
- High self/other awareness and working within a team
- Leads with curiosity and desire to always be learning
- Ability to spend large amounts of time on the micro, contributing to the macro-environment
- Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software
- Experience working with eMoney, MoneyGuide
PREFERRED QUALIFICATIONS
Licenses, Registration:
- Series 7 preferred
- Series 65 preferred
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.
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.
ABOUT THE ROLE
Kestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally. Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.
Responsibilities:
The Analyst can expect to focus in the following areas:
- Maintain and grow depth of knowledge within planning software technology and fintech planning concepts
- Gather, organize, and develop client data within a financial planning context
- Prepare client financial plans and presentations for review by Advisors
- Manage data entry and presentation development for client meetings that pertain to financial planning
- Attend client meetings in a technical and supporting role
- Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning
- Advisor relationship management support, including ongoing and regular advisor contact and communications
- Track and cross reference planning data through internal systems
BASIC QUALIFICATIONS
Qualified applicants will have the following attributes:
- CFP Designation Required
- Bachelor’s Degree Required
- 3-10 years’ experience in the finance industry preferred
- Ability to operate efficiently while staying within operational requirements for a consistent client experience required
- Strong attention to detail, process-driven, time management
- Ability to multi-task, understand and execute on priorities
- High self/other awareness and working within a team
- Leads with curiosity and desire to always be learning
- Ability to spend large amounts of time on the micro, contributing to the macro-environment
- Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software
- Experience working with eMoney, MoneyGuide
PREFERRED QUALIFICATIONS
Licenses, Registration:
- Series 7 preferred
- Series 65 preferred
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.
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 Finance Jobs at Kestra Financial
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Get Access To All JobsTips for Finding Finance Jobs at Kestra Financial
Position Your Credentials Around Wealth Management Operations
Kestra Financial sits within the independent broker-dealer and wealth management space. Finance roles here often require backgrounds in investment operations, fee billing, or financial planning support, so tailor your resume and credentials to reflect experience in those specific sub-functions.
Target PERM-Eligible Roles From the Start
Kestra Financial's sponsorship history skews toward permanent residency pathways like EB-2 and EB-3 rather than H-1B. When reviewing Finance openings, look for roles with defined degree and experience requirements, since those are the positions most likely to qualify for PERM labor certification with DOL.
Clarify Sponsorship Scope Before Accepting an Offer
During offer negotiations, ask explicitly whether the company will cover both the PERM filing and the subsequent I-140 petition. Some employers in the financial services sector split these costs or place conditions on timing, so confirming scope in writing protects you before you resign from a current role.
Understand the EB-3 Timeline for Finance Applicants
If you're from a country with high Green Card demand like India or China, an EB-3 approval through Kestra Financial may still mean years of waiting due to visa backlogs tracked by the USCIS Visa Bulletin. Factor this into your broader career and status planning before committing.
Use Migrate Mate to Filter Open Finance Roles
Finance openings at Kestra Financial span multiple functions and seniority levels. Use Migrate Mate to filter roles by visa sponsorship eligibility so you're only spending time on positions where your immigration situation is already a fit, not discovering it's a problem after two interview rounds.
Prepare for a Credential-Heavy Hiring Process
Kestra Financial operates in a regulated financial services environment, so Finance candidates are typically expected to document relevant licenses, certifications, and degree equivalency early in the process. If your credentials are from outside the U.S., arrange a formal evaluation before you apply.
Frequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Finance roles?
Kestra Financial's documented sponsorship activity for Finance roles centers on permanent residency pathways, specifically EB-2 and EB-3 Green Cards, rather than H-1B visas. If you're currently on H-1B status and targeting a long-term role here, the more relevant question is whether your timeline and priority date align with their PERM-based process.
Which visa types are commonly used for Finance roles at Kestra Financial?
The visa types associated with Finance sponsorship at Kestra Financial are EB-2 and EB-3 immigrant visas, both of which require a PERM labor certification filed with DOL before USCIS adjudicates the I-140 petition. These pathways are suited to professionals in roles with defined educational and experience benchmarks, which is common across Finance functions in the broker-dealer and wealth management space.
What qualifications and experience are expected for Finance roles at Kestra Financial?
Finance roles at Kestra Financial typically require a bachelor's degree in finance, accounting, economics, or a closely related field. Roles tied to investment operations or financial planning may also expect familiarity with industry platforms and relevant licenses. For sponsored positions, DOL's PERM process requires the employer to document minimum qualifications, so the stated requirements in the job posting carry real legal weight.
How do I apply for Finance jobs at Kestra Financial?
You can browse and apply for Finance roles at Kestra Financial directly through Migrate Mate, which filters listings by visa sponsorship eligibility so you're not wasting time on roles that won't support your immigration situation. Once you identify a relevant opening, apply through the company's official careers page and be prepared to address your work authorization status early in the process, ideally before the first interview.
How long does the visa sponsorship process take for a Finance role at Kestra Financial?
The PERM and Green Card process for Finance roles typically unfolds over multiple years. DOL PERM certification alone can take six to twelve months, followed by USCIS adjudication of the I-140. If your priority date is backlogged under EB-2 or EB-3 due to country of birth, the total wait can extend significantly beyond that. Starting the process as early as possible in your employment tenure matters.