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Kestra Financial

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Kestra Financial reviews

2.2

24% would recommend to a friend

(181 total reviews)
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James Poer

24% approve of CEO

26% positive business outlook

Kestra Financial has an employee rating of 2.2 out of 5 stars, based on 181 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Kestra Financial employee rating is 41% below average for employers within the Financial Services industry (3.7 stars).

Reviews by job title

181 reviews
1.0
May 23, 2025
Recommend
CEO approval
Business Outlook

Pros

Some nice people in the office

Cons

Stuck-up leadership's c sweet executives act like royals Think of stereotypes of a stuck up financial guy you might see in a movie and that's them

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.

1.0
Oct 26, 2023

Don't take the job.

Recommend
CEO approval
Business Outlook

Pros

WFH on Thursdays and Fridays

Cons

Kestra is a broker-dealer who also provides software to their clients who are financial advisors. The concierge team is a call center for support with brokerage accounts and/or issues with their software. The software works but contantly has issues, and many callers are disgruntled. FA's are allowed to verbally abuse you on the phone with no consequences. Upper management is verry unsupportive. When asking questions they will blow you off with an FA on hold, disgruntled, wanting an answer that you cannot provide. This job could be done entirely from home but the company chooses to have us sit in small cubicles to be supervised and micromanaged like children. I wasn’t properly trained which was the first sign that I made a mistake in taking this job. Once you get acquainted you realize that everyone is unhappy at Kestra. Which is something I’ve never experienced in my 15 years.

Viewing 31 - 33 of 181 Reviews

Glassdoor has 209 Kestra Financial reviews submitted anonymously by Kestra Financial employees. Read employee reviews and ratings on Glassdoor to decide if Kestra Financial is right for you.