Kestra Financial

Financial Advisor - Bluespring Wealth Partners - Rodgers & Associates

Financial Advisor

5 years of experience in comprehensive financial planning; CFP or ChFC preferred; retirement planning expertise; strong analytical, organizational, and communication skills; CRM and tax software experience preferred.

Compliance - Advertising Analyst

Advertising Analyst

Bachelor's degree preferred; minimum 5 years of industry experience; strong communication and regulatory knowledge; FINRA/SEC experience.

Kestra Holdings

Kestra

Client Service Associate

Bachelor’s degree or equivalent work experience; experience in financial services; strong tech and communication skills.

Service Advisor

Four+ years of client service experience; strong retention skills; capable of handling high client volume; supports financial planning processes.

Talent Community

No specific qualifications listed; candidates are invited to join the Kestra Talent Network.

Client Services Specialist II

Client Services Specialist

2+ years in client service within financial services; SIE and Series 7 required (or obtained within 6 months); strong judgment; excellent communication; ability to handle complex client needs.

Lead Solution Architect

8+ years Salesforce architecture and solution design; deep FSC, Sales Cloud, Service Cloud, Marketing Cloud expertise; strong data modeling, integration patterns; experienced in multi-org environments; excellent stakeholder communication and advisory skills.

Over 4 years of industry experience with strong client service, retention, and relationship management.

Associate Advisor

Bachelor’s degree or equivalent experience; 5+ years in wealth management; CFP required; Series 7/66 or ability to obtain; life/health/annuities licenses or willingness to obtain; strong planning and client service skills.

Frontline client service contact; process accounts and paperwork; strong communication; attention to detail; MS Office; familiarity with WealthBox/Redtail helpful; financial services experience preferred.

Financial Services Advisor 

10+ years direct client-facing experience; Series 65 required; CFP preferred; deep investment knowledge; fiduciary client-first mindset; strong relationship management.

Financial planning experience, client service excellence, and certifications with Series 7/66; CFP preferred or pursuing certification.

Title	Location	Date
Financial Advisor - Bluespring Wealth Partners - Rodgers & Associates Full Time · 5+ YOE Lancaster, Pennsylvania, United States · Onsite	Lancaster, Pennsylvania, United States Onsite	Mar 2, 2026
Compliance - Advertising Analyst Full Time · 5+ YOE Tempe or Austin · Remote	Tempe or Austin Remote	Mar 2, 2026
Client Service Associate Full Time · $67K-$80K · 1+ YOE New York, New York, United States · Hybrid	New York, New York, United States Hybrid	Feb 18, 2026
Service Advisor Full Time · 4+ YOE Rockville, Maryland, United States · Onsite	Rockville, Maryland, United States Onsite	Feb 12, 2026
Talent Community Full Time Austin, Texas, United States · Onsite	Austin, Texas, United States Onsite	Feb 12, 2026
Client Services Specialist II Full Time · 2+ YOE Tempe or Austin · Onsite	Tempe or Austin Onsite	Jan 26, 2026
Lead Solution Architect Full Time · 8+ YOE Tempe, Arizona, United States · Onsite	Tempe, Arizona, United States Onsite	Jan 21, 2026
Service Advisor Full Time · $90K-$110K · 4+ YOE Rockville or Reston or North Bethesda · Onsite	Rockville or Reston or North Bethesda Onsite	Jan 4, 2026
Associate Advisor Full Time · 5+ YOE Pittsburgh, Pennsylvania, United States · Onsite	Pittsburgh, Pennsylvania, United States Onsite	Dec 8, 2025
Client Service Associate Full Time Richmond, Virginia, United States · Onsite	Richmond, Virginia, United States Onsite	Dec 8, 2025
Financial Services Advisor Full Time · 10+ YOE Roseville, California, United States · Onsite	Roseville, California, United States Onsite	Dec 4, 2025
Service Advisor Full Time Reston, Virginia, United States · Onsite	Reston, Virginia, United States Onsite	Jun 27, 2025

Activities	Wealth managementInvestment advisoryBrokerage servicesAsset managementFinancial professional support
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Kestra Financial
Employees	1,600
Type	Private
Parent Company	Kestra Holdings
Subsidiaries	Bluespring Wealth PartnersKestra Private Wealth ServicesArden Trust CompanyKestra Investment Services
Tagline	Empowers independent financial professionals with wealth management platform solutions.
Founded	1,997
Website	kestrafinancial.com
Latest Funding Round	Private Equity
Latest Funding Year	2,024
Latest Investors	Stone Point Capital

Kestra Financial

About Kestra Financial