Client-Centric Financial Planning Support Advisor

Kestra PWS; Houston (TX); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Collaborative environment

Growth opportunities

Job summary

LifeBridge Financial Group in Houston provides independent financial planning and investment management. The Support Advisor role partners with the Lead Advisor to maximize efficiency, handle client inquiries, and ensure regulatory compliance across daily operations.

Ideal candidates hold FINRA licenses (Series 7/65/63 or 66) and have 2–5 years in financial services, with proficiency in Albridge, eMoney, Envestnet and Microsoft Office.

Qualifications

• Holds Series 7/65/63 or Series 66 license.
• 2–5 years in a similar role; 3+ years in financial services.
• Excellent verbal and written communication; professional phone presence.
• Detail oriented with ability to manage multiple priorities.
• Understanding of investment products and portfolio construction.
• Proficient in Microsoft Office.
• Forward-thinking with problem-solving mindset; anticipate client needs.
• Client-first attitude and commitment to exceptional service.

Responsibilities

• Attend client meetings and take extensive notes.
• Analyze client data and prepare reports using Albridge, eMoney, Envestnet.
• Answer basic investment and financial planning questions.
• Enter information into eMoney and prepare draft plans.
• Analyze asset allocation and generate rebalancing trades.
• Research products, managers, services, and pricing; contact carriers.
• Create custom reports for decisions or planning scenarios.
• Interface with broker-dealer or custodian for data and requests.
• Maintain CRM information; forward complaints to compliance.
• Keep detailed records and communicate with teams; address risks.
• Assist clients with online access; perform other duties as assigned.

Skills

Series 7/65/63/66

Communication

Attention to detail

Portfolio construction

MS Office

Problem solving

Client service

Tools

Albridge

eMoney

Envestnet

Microsoft Office Suite

Job description

LifeBridge Financial Group in Houston provides independent financial planning and investment management. The Support Advisor role partners with the Lead Advisor to maximize efficiency, handle client inquiries, and ensure regulatory compliance across daily operations.

Ideal candidates hold FINRA licenses (Series 7/65/63 or 66) and have 2–5 years in financial services, with proficiency in Albridge, eMoney, Envestnet and Microsoft Office.