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Kestra Financial

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Workplace Culture is Rough - Project Manager Kestra Financial Employee Review

2.0
Apr 30, 2024
Recommend
CEO approval
Business Outlook

Pros

There's a lot of various software platforms being used but not utilized to it's full potential. Most folks are just getting a grasp of PDF files. If you enjoy implementing training and SOP's, this is your place. Late Edit - Lovely Grounds.

Cons

Culture and employee capabilities were skewed during the interview process. Most folks are not well trained on collaborative and space planning software leading to numerous issues with communication and installation fumbles. A so-called "Smartsheet guru" often struggled to edit a dropdown and needed others to generate Smartsheet sheets to lay claim as his own. (This position was stated as new and not a backfill. This was found to be incorrect due to this specific individuals being hard to work with) Company travel was described as fun and high end. Quickly realizing this only pertained to VP's+ and Top sellers. A problem if you're not in that vertical. Culture has a laundry list of issues. Sad "pizza party" reward system that's majority leftovers from canceled lunches for clients. Most folks have burnt bridges between each other, creating uncomfortable back-and-forth's. Misogynistic comments weren't uncommon. Very heads down workplace where folks have no idea there's a lovely walking trail on the grounds. This might be small but it's wildly annoying, maybe it's because it was a personal first....Up-charged snacks and drinks plus no food stipend for an area with little options. For a company who boasts about their value at elaborate conference's, this seems off-brand. HR highlights company survey involvement over the actual feedback presented by employees.

Explore other reviews about Kestra Financial

5.0
Jul 7, 2026
Recommend
CEO approval
Business Outlook

Pros

It is a solid place to work if you want to get into tech or wealth management in Austin. They are hiring a lot right now to build out the tech platform that the financial advisors use. You get to see how the wealth management industry works from the inside and work on technology that directly impacts advisors, which gives you good experience. Everyone I work with is professional and handles their business.

Cons

It is financial services, so there is standard corporate red tape and compliance rules you have to deal with.

2.0
Jul 14, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

-can be a good environment to move up and take advantage of growth -company is doing well financially and growing pretty quickly -some good leaders that try to compensate for clear company-level faults -being closer to executive level (both pro and a con)

Cons

-HR department is nonexistent and terrible, some of the lower level employees try and compensate for it but the department as a whole is toxic. Never a good sign for a company to have such a bad HR team -Activetrak on computers to track everyone’s activity (both in office and at home) which is being actively monitored by the HR team -culture that spends millions on extravagant advisor experiences and shows off pictures at town halls, but gives home office employees bare minimum and will ostracize them for taking more than one cupcake -a lot of turnover so really hard to accomplish anything

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