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Kestra Financial

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More cons than pros - Associate Kestra Financial Employee Review

2.0
Apr 20, 2025
Recommend
CEO approval
Business Outlook

Pros

Generally, some wonderful colleagues to work with, nice office space, opportunity to work outside your specific role to grow your experience at times (which can end up as a con too eventually), solid medical, dental, vision benefits.

Cons

Leadership tends to be untrusting and micromanaging. One example is recently launching ActiveTrak which is a productivity technology so leadership can track every website you visit and monitor everything you do (and they do!) PTO is low for experienced professionals with no dedicated sick time. Teams are too lean with constant turnover. Leadership seems so focused on budgets and productivity that they are willing to sacrifice good talent and instead promote working 10+ hour days and always adding on more and more work - taking advantage of those who won’t draw work-life boundaries. Overall, it seems they only want to invest in those employees that they can use and overwork. Even if employees take on more than their specific job and “exceed expectations” during annual review, they will claim budgets are limited and give a pathetic merit to employees that have committed to continually add to their responsibilities. The company has great potential but sadly has created a negative culture where they always assume the worst out of employees unless the employee is a “favorite” of one of the leaders.

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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