I applied online. I interviewed at Kestra Financial (Tempe, AZ) in Jun 2026
Interview
Interviewers made a really big point of how understaffed they were and how much they needed new people. They Highlighted that the company does not have a real training program, and the people who would facilitate any training would be the same people conducting the interview. They also said that because they were a growing company there was not a lot of procedure or policy in place for many of the situations you would find yourself in day to day situations on the job.
It did not build a lot of confidence in the companies ability to build a functioning or enjoyable work environment. The picture painted from the interview process was that the work would be overwhelming and there would be little structure to support staff under these conditions.
Interview questions [1]
Question 1
What do you look for in a company and how can you contribute to those same qualities if you were a part of it
I applied online. The process took 4 weeks. I interviewed at Kestra Financial (Austin, TX) in Feb 2022
Interview
It took awhile for HR to contact me about my application.
The interview questions were mostly culture fit questions. The few questions outside of culture fit were focused around how I'd react to advisors doing X.
I applied online. I interviewed at Kestra Financial (Austin, TX) in Sept 2025
Interview
Initial phone screen with talent acquisition specialist. Then a remote interview with an Investment Analyst on the team. Another remote interview with the CIO. And then a remote/in-person panel interview.
Interview questions [1]
Question 1
What's one of the most important things (in your opinion) affecting fixed income markets at the moment?