Top 82 Kestra financial Jobs in Austin, Tx

Senior Financial Analyst
Kestra Financial —Austin, TX
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k)
Quick Apply
Business Analyst
Kestra Financial —Austin, TX
- Full-time
- Mid-level
- Databases
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Investment Analyst
Kestra Financial —Austin, TX
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
AML Analyst
Kestra Financial —Austin, TX
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Sr. Onboarding Operations Specialist
Kestra Financial —Austin, TX
- Full-time
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Operations - Operations Specialist
Kestra Financial —Austin, TX
- Full-time
- Microsoft Excel
- Mid-level
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
13d
Onboarding Operations Specialist
Kestra Financial —Austin, TX
- Overtime
- Mid-level
- High school diploma or GED
- Health insurance
- 401(k)
Quick Apply
Onboarding Consultant
Kestra Financial —Austin, TX
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Senior Help Desk Engineer
Kestra Financial —Austin, TX
- Full-time
- Research
- Mid-level
- Databases
- Health insurance
- 401(k)
Quick Apply
13d
Advertising Compliance Analyst
Kestra Financial —Austin, TX
- Full-time
- Remote
- Customer service
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
7d
Corporate Analyst, Finance
Kestra Financial —Austin, TX
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Advisory Operations Specialist
Kestra Financial —Austin, TX
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Investment Specialist
Kestra Financial —Austin, TX
- Full-time
- Business development
- Presentation skills
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Operations Specialist - Money Movement
Kestra Financial —Austin, TX
- Overtime
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Health insurance
- 401(k)
Quick Apply
8d
Fee Billing Specialist
Kestra Financial —Austin, TX
- Full-time
- Microsoft Outlook
- Customer service
- Computer literacy
- Health insurance
- 401(k)
Quick Apply
Advertising and Supervision Analyst
Kestra Financial —Austin, TX
- Full-time
- Remote
- Customer service
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Compensation Support Specialist
Kestra Financial —Austin, TX
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- 401(k)
Quick Apply
Talent Community
Kestra Financial —Austin, TX
- Full-time
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Office Manager
Kestra Financial —Austin, TX
- Full-time
- Hospitality
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Mergers & Acquisitions Business Analyst
Kestra Financial —Austin, TX
- Full-time
- 5 years
- SQL
- Analysis skills
Quick Apply

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Senior Financial Analyst

Kestra Financial -
Austin, TX

Quick Apply

Job Details

Full-time

Benefits

Health insurance
401(k)
Tuition reimbursement

Qualifications

Bachelor's degree
Data-driven problem-solving

Full Job Description

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.
The Senior Financial Analyst is responsible for supporting reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. This role partners closely with Finance, Accounting, and business teams to deliver accurate reporting, identify key drivers, and support decision-making through data analysis and financial modeling. This position plays a key role in maintaining visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels.

What You’ll Do:

Complete ownership of budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra Insurance
Prepare and analyze monthly results, including variance analysis vs. prior period and budget
Develop reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, premiums, and net flows
Build and maintain financial models to support projections and analysis
Partner with FP&A and Accounting to ensure alignment between reporting and financial statements
Perform ad hoc analysis to support business decisions and growth initiatives
Support preparation of materials for leadership and external stakeholders
Continuously improving reporting processes and data quality

What You Bring:

Bachelor’s Degree in Finance or Accounting or related field.
4-6 years’ experience using advanced Excel functionality.
Master’s Degree or CFA a plus
Strong understanding of financial analysis and revenue drivers
Advanced Excel skills
Ability to work with large datasets
Solid understanding of financial statements and accounting
Strong analytical and problem-solving skills
Effective communication skills
Ability to manage multiple priorities in a fast-paced environment
Collaborative mindset with cross-functional teams
Proven ability to partner effectively across business lines and influence senior stakeholders
Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution

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.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
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.

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Refine Your Search

kestra financial jobs in austin, tx

Senior Financial Analyst

Business Analyst

Investment Analyst

AML Analyst

Sr. Onboarding Operations Specialist

Operations - Operations Specialist

Onboarding Operations Specialist

Onboarding Consultant

Senior Help Desk Engineer

Advertising Compliance Analyst

Corporate Analyst, Finance

Advisory Operations Specialist

Investment Specialist

Operations Specialist - Money Movement

Fee Billing Specialist

Advertising and Supervision Analyst

Compensation Support Specialist

Talent Community

Office Manager

Mergers & Acquisitions Business Analyst

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