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Kestra Financial

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CEO is egomaniac - Communications Kestra Financial Employee Review

1.0
Dec 1, 2023
Recommend
CEO approval
Business Outlook

Pros

Will get to work with some good people (who are not James)

Cons

James the CEO is an egomaniac. Refuses to learn peoples names. Why would you when you only care about yourself? He openly replied to a employee question in a company wide townhall that they would not support abortion access for Texas employees who need it (in line with his promise to keep costs at an absolute minimum to keep his Warburg Pincus overlords happy). He also cares a whollle lot about keeping his conservative financial advisors very happy. They would loose their heads if James or Kestra ever supported that. Gets very pissy and disgruntled when industry publications post something less than favorable about him. You should’ve seen his reaction when a website wrote how “Kestra's debt is soaring” . He puts on a how dare they disrespect me do they know who I am attitude and refuses to talk to the publication ever after. Also insists upon employees being in office to make himself feel sooo powerful when he walks around HIS beloved office. The rest of mgmt couldn’t care less about being in office but have to kiss the ring.

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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