About this role
Investment Specialist at Kestra. Location: Austin, Texas, United States. Role: leading outreach, building relationships, driving growth Requirements: Bachelor's degree required; 3+ years in wealth management; active FINRA Series 7 and Series 66 or Series 65; strong sales, relationship management, presentation skills; familiarity with Morningstar Direct and FactSet. Category: Finance and Accounting Seniority: Mid Level Tools: Morningstar Direct, FactSet, Zoom, Microsoft Teams Certifications: series 7, series 66, series 65 Commitment: Full Time Workplace: Onsite Languages: English