Bluespring Wealth Partners · 1 day ago
Investment Specialist
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expKestra Investment Management is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals. They are seeking an Investment Specialist to drive business development, increase assets under management, and strengthen advisor relationships across their network.
Financial Services
Responsibilities
Lead proactive outreach and sales efforts to independent financial advisors and RIA firms, educating them on Kestra Investment Management’s (KIM) investment solutions
Focus efforts on initiating relationships with Advisors who are first-time partners with Kestra Investment Management
Lead execution on Kestra Investment Management lead generation opportunities
Engage in the full sales cycle—from lead generation and prospect engagement to onboarding
Build deep advisor partnerships by understanding investment philosophies and aligning KIM solutions to help scale their businesses
Provide responsive, solutions-oriented service to advisor inquiries, fostering trust and long-term loyalty
Deliver compelling portfolio insights, market commentary, and consultative advice on asset allocation, model portfolios, and investment strategies
Partner with internal teams and the investment group to advocate for product enhancements and drive advisor satisfaction
Qualification
Required
Strong interpersonal, communication, sales, and relationship management skills
Solid understanding of portfolio construction, investment analytics, and advisor business models
Confidence in presenting via phone, video (Zoom/Teams), and in-person meetings
Client-first mindset with strong problem-solving and consultative skills
Bachelor's degree from an accredited four-year college or university required
3+ years of experience in wealth management required; experience with independent advisors preferred
Proven ability to meet sales goals and drive business growth
Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet)
Demonstrated success in portfolio construction using model portfolios and strategies
FINRA Series 7 and Series 66, or Series 65 required (must be active and in good standing)
Preferred
Experience with independent advisors preferred
Benefits
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
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
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