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Kestra Financial

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Honest Review - Concierge (Client Service Specialist) Kestra Financial Employee Review

3.0
Jan 31, 2025
Recommend
CEO approval
Business Outlook

Pros

Very friendly co-workers, building is out of downtown traffic but still close by the heart of Austin, after a year you can move positions within the company to a different department (you have to wait a year so I don’t know if that is a pro or a con), you make around 60k for what is an easy enough job. You get to work from home on Fridays. It is a growing company that is killing it, however, you can invest it is so it kind of doesn’t matter for you.

Cons

There are many cons. The cons definitely outweigh the pros. Let’s start with the treatment on others. For this position you will be located on the 1st floor. Kestra also owns the 4th floor. The 4th floor treats the 1st floor people like this was a real life enactment of “The Platform” (messed up movie). The company will even bring lunch in 2-3 times a week for the upstairs workers but nothing for the 1st floor. Even though Concierge is arguably one of the most important positions for keeping Kestra running, they are treated the worst. Now that that has been established, let’s talk about management. Management is a joke. Most supervisors are promoted based on how long they have been at the company and NOT on how much they know. If you have questions or need help, do not go to them 70% of the time. Management also treats the team like children. Want to take one of your two 15min breaks? Want to take a 30min lunch? Nope. Have to get a hall pass from the teacher. They tell you there are bonuses but they aren’t (they actually got in trouble for this so maybe they aren’t telling candidates that anymore). The training is also awful. There is no training really. You just have to figure it out but at least your co-workers are always there to help.

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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