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© All Rights Reserved. ApplyBlast.com
Kestra
The Wealth Planning Associate at Partner with Impact Signature Wealth supports advisors in delivering comprehensive financial planning through the development of personalized strategies and client meeting coordination. This role focuses on researching tax, estate, and investment planning while utilizing financial planning software to model scenarios and create review materials. The position requires a collaborative mindset to assist clients through planning updates and ensure the accurate delivery of service deliverables.
Kestra 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Kestra.
Kestra didn’t post a salary, so this is our estimate from similar listings.
25% above the average for this role
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