Financial Consultant Jobs at Kestra Financial with Visa Sponsorship
Financial Consultant jobs at Kestra Financial sit within a wealth management and financial services structure that values licensed professionals with strong client advisory skills. Kestra has a track record of sponsoring permanent residency pathways for this function, making it a realistic target for qualified international candidates.
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Get Access To All JobsINTRODUCTION
Lead with Purpose. Partner with Impact. Goldstein Advisors - Middleton, WI | Financial Planning | Retirement is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.
We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success.
What You’ll Do:
- Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication.
- Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly.
- Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors.
- Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional.
- Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners.
- Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies.
- Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions.
- Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed.
- Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans.
- Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations.
- Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance.
- Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning.
- Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery.
- Actively pursue professional development, including studying for certifications like the CFP® or Series 65, with firm support.
- Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills.
What You Bring:
- Bachelor’s degree in finance, economics, business, or a related field.
- Certified Financial Planner (CFP®) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered.
- 2+ years of experience in financial planning, wealth management, or a client-facing advisory role.
- Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
- Strong analytical skills.
- Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles.
- Ability to work independently and collaboratively in a team-oriented environment.
- Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
- Series 65 license (or ability to obtain within 90 days of hire).
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
Lead with Purpose. Partner with Impact. Goldstein Advisors - Middleton, WI | Financial Planning | Retirement is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.
We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success.
What You’ll Do:
- Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication.
- Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly.
- Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors.
- Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional.
- Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners.
- Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies.
- Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions.
- Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed.
- Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans.
- Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations.
- Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance.
- Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning.
- Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery.
- Actively pursue professional development, including studying for certifications like the CFP® or Series 65, with firm support.
- Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills.
What You Bring:
- Bachelor’s degree in finance, economics, business, or a related field.
- Certified Financial Planner (CFP®) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered.
- 2+ years of experience in financial planning, wealth management, or a client-facing advisory role.
- Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
- Strong analytical skills.
- Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles.
- Ability to work independently and collaboratively in a team-oriented environment.
- Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
- Series 65 license (or ability to obtain within 90 days of hire).
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 Financial Consultant Jobs at Kestra Financial
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Get Access To All JobsTips for Finding Financial Consultant Jobs at Kestra Financial
Obtain FINRA Licenses Before Applying
Kestra Financial hires Financial Consultants who hold active Series 65 or Series 66 licenses. Clearing these exams before your interview signals you're practice-ready and removes a common credentialing delay that complicates employer-sponsored visa timelines.
Target Kestra's Independent Advisor Network Directly
Kestra operates through a network of independent advisor offices rather than a single corporate hiring funnel. Reaching out to individual Kestra-affiliated practices, not just the corporate careers page, surfaces Financial Consultant openings that often go unadvertised nationally.
Align Your Experience With Kestra's Client Segments
Kestra advisors primarily serve high-net-worth individuals and small business owners. Framing your background around fee-based planning, retirement income strategies, or business succession strengthens your fit for the specific book-of-business model Kestra's offices use.
Understand the PERM Timeline for This Role
Financial Consultant positions at Kestra have supported EB-2 and EB-3 permanent residency sponsorship. PERM labor certification typically takes six to twelve months before USCIS petition filing, so raise the sponsorship conversation early in the offer stage, not after signing.
Browse Open Roles Using Migrate Mate
Kestra Financial lists active Financial Consultant openings you can filter by sponsorship eligibility on Migrate Mate. Searching there surfaces roles from employers with a documented sponsorship history, so you're not cold-applying to positions where sponsorship is uncertain.
Clarify Sponsorship Scope During Offer Negotiation
Some Kestra-affiliated offices sponsor visa costs directly; others route sponsorship through the parent entity. Ask specifically whether the office or Kestra's corporate structure will act as the petitioner, since this affects which DOL prevailing wage category applies to your role.
Frequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Financial Consultants?
Kestra Financial's documented sponsorship activity for Financial Consultant roles has been through permanent residency pathways, specifically EB-2 and EB-3 Green Card categories, rather than H-1B visa nonimmigrant sponsorship. If you're seeking H-1B support, clarify directly with the hiring office whether they're prepared to file a cap-subject or cap-exempt H-1B petition, as practices vary across Kestra's independent advisor network.
Which visa types are commonly used for Financial Consultant roles at Kestra Financial?
The sponsorship Kestra Financial has supported for Financial Consultants centers on employment-based immigrant visas, primarily EB-2 for candidates with advanced degrees or exceptional ability and EB-3 for professionals with a relevant bachelor's degree. Both require PERM labor certification filed with the DOL before USCIS adjudicates the immigrant petition, so the full process spans multiple years depending on your country of birth and priority date.
What qualifications does Kestra Financial expect for sponsored Financial Consultant roles?
Kestra's Financial Consultant positions typically require a bachelor's degree in finance, economics, or a related field, plus active FINRA licensing such as the Series 65 or Series 66. Practical client-facing experience in wealth management, retirement planning, or investment advisory strengthens your profile significantly. For EB-2 sponsorship, demonstrating an advanced degree or quantifiable professional recognition above the standard threshold matters at the petition stage.
How do I apply for Financial Consultant jobs at Kestra Financial?
You can search for open Financial Consultant positions at Kestra Financial through Migrate Mate, which filters listings by employers with a verified sponsorship history. Beyond the corporate careers page, Kestra's independent advisor offices post roles separately, so reaching out to Kestra-affiliated practices in your target market increases your chances of finding a sponsorship-eligible opening that suits your background.
How do I manage timing between my current visa status and a Kestra Financial sponsorship process?
If you're on OPT or another nonimmigrant status, coordinate your start date and the PERM filing schedule carefully. PERM alone can take six to twelve months, and USCIS processing for the I-140 petition adds additional time. Raise your current status expiration date with Kestra's HR team at the offer stage so they can sequence filings to maintain your authorized work status throughout the process.