Sales - Sales Executive II
Kestra
About this role
A Sales Executive in the financial services sector is responsible for cultivating new business relationships and growing existing accounts within the trust and investment services arena. The role involves client engagement, presenting solutions, negotiating agreements, and executing sales strategies.
Skills
Qualifications
About Kestra
kestrafinancial.comKestra Financial is an award‑winning independent broker‑dealer that has supported financial advisors and firms for over 20 years. It provides practice enrichment, business consulting, technology platforms, transition support, and private wealth services designed to help advisors grow and operate more efficiently. Kestra emphasizes hands‑on service, an advisor community, and resources for compliance, operations, and client wealth management.
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
$60k – $90k
per year