Service Specialist Jobs at Kestra Financial with Visa Sponsorship
Service Specialist roles at Kestra Financial sit at the intersection of financial operations and client support, requiring both technical precision and relationship management skills. Kestra Financial has a track record of sponsoring employment-based visas for this function, making it a realistic target for international candidates pursuing long-term U.S. work authorization.
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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+ Service Specialist at Kestra Financial jobs
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Get Access To All JobsTips for Finding Service Specialist Jobs at Kestra Financial Jobs
Align Your Credentials to FINRA Expectations
Service Specialist roles in financial services often require or prefer FINRA Series 6 or Series 63 licenses. Completing these before applying signals readiness and removes a common hiring hesitation around onboarding timelines for sponsored candidates.
Target Open Roles Through Kestra's Career Portal
Kestra Financial posts Service Specialist openings across multiple locations and business units. Filtering by operations or client services functions helps you identify the roles most likely to involve the financial planning support work tied to past sponsorship activity.
Clarify Sponsorship Scope in Early Conversations
Kestra Financial sponsors EB-2 and EB-3 immigrant visas for this role, which involves PERM labor certification filed through DOL. Ask your recruiter early whether the offer includes employer-sponsored PERM support, since the process takes 12 to 24 months and employer commitment matters from day one.
Build Experience in RIA or Independent Broker-Dealer Environments
Kestra operates as an independent broker-dealer network. Candidates with prior client servicing experience inside RIA platforms or custodian operations teams will match the workflow profile hiring managers look for, strengthening both your application and the specialty occupation case for H-1B or EB sponsorship.
Document Foreign Degree Equivalency Before Filing
If your bachelor's degree is from outside the U.S., get a credential evaluation from a NACES-approved provider before your employer files with USCIS. A three-year degree from certain countries may require a combination of education and experience to meet EB-2 or EB-3 minimums under PERM regulations.
Use Migrate Mate to Surface Active Openings
Service Specialist positions at Kestra Financial are distributed across locations and open on a rolling basis. Use Migrate Mate to filter for Kestra Financial roles that align with visa sponsorship, so you can track openings that match your timeline and status without manually monitoring multiple job boards.
Service Specialist at Kestra Financial jobs are hiring across the US. Find yours.
Find Service Specialist at Kestra Financial JobsFrequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Service Specialists?
Kestra Financial's documented sponsorship activity for Service Specialist roles is focused on employment-based immigrant visa categories rather than H-1B. If you're currently on H-1B status and targeting a long-term path, the more relevant conversation with Kestra's HR team is whether they'll sponsor PERM-based Green Card processing under EB-2 or EB-3, which is where their sponsorship track record sits.
Which visa types are commonly used for Service Specialist roles at Kestra Financial?
Kestra Financial has sponsored Service Specialists through EB-2 and EB-3 immigrant visa categories. Both require PERM labor certification through the Department of Labor before USCIS can process the immigrant petition. EB-2 typically requires an advanced degree or exceptional ability, while EB-3 covers professionals with a bachelor's degree, making it accessible for most qualified Service Specialist candidates.
What qualifications or experience are expected for Service Specialist roles at Kestra Financial?
Most Service Specialist roles at Kestra Financial involve supporting independent financial advisors with account operations, client onboarding, and platform management. A bachelor's degree in finance, business, or a related field is generally expected. Prior experience inside an independent broker-dealer, RIA custodian, or financial operations environment is a strong differentiator, and FINRA licensing such as Series 6 or 63 may be required or preferred depending on the specific opening.
How do I apply for Service Specialist jobs at Kestra Financial?
Applications go through Kestra Financial's careers page, where Service Specialist openings are listed by location and department. You can also find and track Kestra Financial's Service Specialist roles on Migrate Mate, which filters specifically for positions with visa sponsorship relevance. When applying, address your work authorization status directly in your cover materials so the hiring team can route your application appropriately from the start.
How long does the sponsorship process typically take for a Service Specialist at Kestra Financial?
For EB-2 or EB-3 sponsorship, the PERM labor certification stage alone typically takes 12 to 18 months with the Department of Labor before the I-140 immigrant petition can be filed with USCIS. If your country of birth has a visa backlog, the total wait can extend significantly beyond that. Starting the conversation with your hiring manager and HR contact early in the offer negotiation stage is essential to aligning timelines.
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