Professional Services Consultant Jobs at Kestra Financial with Visa Sponsorship
Professional Services Consultant jobs at Kestra Financial sit at the intersection of financial operations and client-facing support within a holding company structure. Kestra has a track record of sponsoring employment-based immigrant visas for this function, making it a viable target for candidates who need long-term work authorization.
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Get Access To All JobsClient Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties And Responsibilities
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Ensure adherence to appropriate client service models
- Manage multiple and competing priorities on a daily basis in pursuit of business objectives
- Other responsibilities as assigned by the Senior Client Service Associate
Supervisory Responsibilities: None
Knowledge, Skills, And/or Abilities
- Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners and influence others without direct control
Education And/or Experience
- Bachelor's degree in a business-related field preferred
- The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
- Series 7 and 65/66 preferred (or ability to obtain)
Client Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties And Responsibilities
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Ensure adherence to appropriate client service models
- Manage multiple and competing priorities on a daily basis in pursuit of business objectives
- Other responsibilities as assigned by the Senior Client Service Associate
Supervisory Responsibilities: None
Knowledge, Skills, And/or Abilities
- Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners and influence others without direct control
Education And/or Experience
- Bachelor's degree in a business-related field preferred
- The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
- Series 7 and 65/66 preferred (or ability to obtain)
See all Professional Services Consultant Jobs at Kestra Financial
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Get Access To All JobsTips for Finding Professional Services Consultant Jobs at Kestra Financial
Frame your credentials around financial services compliance
Kestra Financial operates within a regulated holding company structure, so your resume should highlight experience with broker-dealer operations, RIA platforms, or financial technology implementations. Generic consulting experience reads as a poor fit for this specific environment.
Target roles that align with EB-2 or EB-3 pathways
Kestra has sponsored immigrant visas in the EB-2 and EB-3 categories for this role type. If you hold an advanced degree in finance, business, or a related field, position your application to reflect EB-2 eligibility from the start.
Clarify sponsorship intent before accepting a screen call
Holding companies often route sponsorship decisions through corporate legal teams rather than hiring managers. Ask your recruiter directly whether the Professional Services Consultant opening is approved for PERM-based sponsorship before investing time in the process.
Understand the PERM labor certification timeline
PERM filings with DOL typically take six to twelve months before an I-140 can be submitted. If you're on OPT or a time-limited visa, confirm your current authorized period covers the full PERM process before accepting an offer.
Use Migrate Mate to surface open Professional Services Consultant listings at Kestra
Kestra posts roles across multiple locations and business units. Search Migrate Mate to filter specifically for Professional Services Consultant openings tied to visa sponsorship, so you're applying to the right positions rather than guessing from a general careers page.
Prepare documentation of client delivery outcomes
Kestra's professional services function is results-oriented. For a PERM-supported offer, your employer will need to demonstrate the role requires your specific qualifications, so document quantifiable client outcomes and platform implementations before any labor certification filing begins.
Frequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Professional Services Consultants?
Kestra Financial's documented sponsorship activity for Professional Services Consultant roles falls primarily in the employment-based immigrant visa categories rather than the H-1B visa nonimmigrant category. If you're currently on H-1B status with another employer, a transfer to Kestra is possible, but confirm directly with their recruiting team whether H-1B transfers are supported for this specific role.
Which visa types are commonly used for Professional Services Consultant roles at Kestra Financial?
The visa sponsorship Kestra Financial has pursued for Professional Services Consultant positions centers on employment-based immigrant visa categories, specifically EB-2 and EB-3 Green Card pathways. These require PERM labor certification filed with the DOL, followed by an I-140 petition with USCIS. Candidates with advanced degrees in finance or business administration are generally better positioned for the EB-2 category.
What qualifications or experience are expected for Professional Services Consultant roles at Kestra Financial?
Kestra Financial operates within the independent financial advisor and broker-dealer space, so Professional Services Consultants are expected to bring experience with financial technology platforms, RIA operations, or practice management workflows. A bachelor's degree in finance, business, or a related field is a baseline expectation, with advanced degrees strengthening both your candidacy and your eligibility for EB-2 sponsorship.
How do I apply for Professional Services Consultant jobs at Kestra Financial?
You can browse current Professional Services Consultant openings at Kestra Financial through Migrate Mate, which filters for roles tied to visa sponsorship so you're not sifting through listings that won't support your immigration needs. Once you identify an opening, apply through Kestra's careers portal and flag your visa status early in the recruiter screening call to avoid wasted time on roles not approved for sponsorship.
How long does the visa sponsorship process take for a Professional Services Consultant at Kestra Financial?
For EB-2 or EB-3 Green Card sponsorship, the process begins with PERM labor certification, which typically runs six to twelve months at the DOL. After PERM approval, Kestra files an I-140 with USCIS. Depending on your country of birth and the visa bulletin, actual Green Card availability can extend well beyond the initial filings, so starting early and maintaining valid work authorization throughout is critical.