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Kestra Financial

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Good Company with Real Opportunity - Anonymous employee Kestra Financial Employee Review

5.0
Jan 28, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

1. Location – not in downtown area which avoids traffic for an easy commute 2. Culture – people are generally fun and there are some fun perks. Family picnic every summer, annual kickball tournament, super fun Halloween costumes and decorating, random free food / cookies / hot cocoa / popcorn all the time, people can wear football jerseys in the fall and shorts in the summer 3. Opportunity – people often wear many hats beyond their job description. If you take the initiative to take ownership of projects, tasks, etc. you will easily stand out and find yourself very valuable to the company. There are always new roles or opportunities to grow into as the firm grows 4. Work quality matters over policies – while we do have ActiveTrak software to monitor your work activity, that was added to preserve Friday as a work from home day. I personally would rather get to work from home once per week than worry about a software. Additionally, my personal experience has been that my department / managers do not care what the tracking software says about me as long as I am delivering high quality work. In fact, I feel like this job is more flexible than others I have had (for example, I am allowed to leave early to pick up my animals from doggy daycare and it has never been an issue). 5. Leadership – I was surprised to find the leadership team having negative reviews. I really like our current leadership team and feel like they are navigating a rapidly changing and growing firm about as best they can 6. Transparency – Kestra holds quarterly town hall meetings where they tell all employees key updates, strategy shifts, and keeps us informed. They also have monthly lunches with the CEO to ask any questions you want

Cons

1. There is nowhere to hide here. If you aren’t doing work, it will be noticed. The company always runs lean just due to its growth, so if you want a cushy job that doesn’t really matter, this is not the place to go 2. Lack of infrastructure / built out processes – there are some stop gaps to temporarily keep things moving while heavy investments are being made in hiring and technology. In the interim, you have to get creative to get things done

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.

1.0
Apr 9, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I did not find any meaningful advantages working at this company. It feels quite average - nothing that stands out positively compared to others in the industry - while the downsides are significant and consistent.

Cons

The corporate culture here strongly rewards blind loyalty over actual results and performance. If you value your time, self-respect, and real opportunities for professional growth, this may not be the right place for you. Many of the positive reviews appear to have been submitted under pressure from management. They tend to be vague and generic ("great team," "keep up the good work"). In contrast, the negative reviews consistently describe the same serious issues, with details that are too specific and repetitive to be fabricated. Key concerns include: 1. Lack of proper onboarding and training. 2. Outdated technologies and processes (with only a few minor exceptions). 3. Middle management that blindly follows directives from above without understanding or being able to explain the "why" to their teams. 4. Extremely rigid office policy: 4 days in the office per week with very limited remote flexibility. Working from home is generally not allowed even if you're sick or need to visit family in another city for a couple of weeks. 5. On top of that, the company uses ActivTrak software to monitor employee activity. This, combined with the strict in-office requirements, creates a toxic micromanagement environment - your manager (and the software) decide whether you're being "productive," regardless of your actual output or results. Overall, the combination of these factors creates a frustrating environment for anyone who wants autonomy and trust in how they deliver their work.

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