Jack Roller
Senior Business Development Consultant @Kestra Financial
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WORK HISTORY
Senior Business Development Consultant @Kestra Financial
Austin, TX, US
Responsible for cultivating a strategic network with financial advisors on behalf of Kestra. In partnership with an external Vice President, I am tasked with connecting and building relationships with recruits within our specific territories. I will conduct initial front-end research to locate and identify qualified financial professionals in addition to assisting an external Vice President oversee our sales process.
EDUCATION
Western Kentucky University
Bachelor's degree, Economics
Bellarmine University
Accelerated Executive Certificate in Financial Planning, Financial Planning & Services.
ABOUT JACK ROLLER
I assist in consulting with sophisticated, tenured, financial planning focused wealth management professionals to partner with Kestra Financial and Kestra Private Wealth Services- My role as a Sr. Business Development Consultant is to do exactly that. consult. I assist financial professionals in evaluating what is truly important to them, their practice, and explore what their next move may be in order to maximize enterprise value for the business they\'ve built- Whether you\'re already an independent Financial Advisor or are interested in breaking away from a wirehouse/W2 environment, I\'d be happy to have a strategic conversation.
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