Financial Advisor
Kestra
About this role
A Financial Advisor at Charter Capital Management provides wealth management, financial planning, and investment management services to clients, with responsibilities that include tax preparation during tax season, asset management, and client relationship growth. The role involves collaboration with a small team, utilizing CRM tools, and supporting client onboarding and portfolio strategies.
Skills
About Kestra
kestra.ioKestra is an open-source declarative data orchestration platform that lets teams build simpler, faster, scalable, and flexible workflows using a human-friendly declarative language. It provides tooling to design, run, schedule, and monitor data and automation pipelines with an extensible task library, web UI, and APIs for visibility and control. Built for reliability and scale, Kestra can be deployed in cloud-native environments and integrates with common data stores and services via plugins. Users choose Kestra for its declarative approach, reproducibility, and active open-source community.
About Kestra
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Kestra.
Salary
$71k – $96k
per year