Financial Advisor Concierge Specialist

Austin, Texas, United States · Client Service · CS20190017


The Concierge Specialist reports to the Supervisor of Concierge Support. The Concierge Team is the voice of Kestra Financial and the primary contact for all operational needs of our clients, leading independent financial advisors, and their support staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:



A brand new state of the art building in southwest Austin with a basketball court, volleyball court, baseball field, walking trails, unlimited coffee, tea, and sparkling water.

Full health, vision, dental, 401(k) plans along with a host of voluntary plans such as Car Insurance, Legal services and more.

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