Client-Focused Wealth Planning Advisor

Bluespring Wealth Partners, LLC; Lincolnshire, Northern (IL, KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) plan

Health insurance

Supportive, collaborative environment

Training and growth opportunities

Job summary

Kestra Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio support. You will review tax returns, assist with tax planning, and work with eMoney to maintain client plans under supervision of the Lead Advisor.

You will meet with clients, refine financial plans, and ensure accurate implementation of recommendations while handling trades and ongoing plan reviews in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of wealth management or financial services experience.
• Experience with eMoney strongly preferred.
• Active Series 65 required.
• Strong client service and communication skills.

Responsibilities

• Meet with clients regularly to review financial plans and recommendations.
• Collaborate with advisors to refine plans aligned with client objectives.
• Support plan reviews and updates based on life events and market changes.
• Review tax returns to identify planning opportunities and risks.
• Assist with implementing tax-efficient financial plans.
• Prepare planning scenarios including tax impact and retirement planning.
• Develop customized financial strategies aligning with short- and long-term goals.
• Analyze data to support investment, retirement, and cash flow decisions.
• Maintain client data in eMoney and internal systems.
• Identify gaps in plans and propose actionable improvements.
• Present projections like retirement income modeling and cash flow analysis.

Skills

Financial planning

Client service

Tax planning

Analytical thinking

Team collaboration

Education

Bachelor’s degree in Finance or related field

Tools

Salesforce CRM

Black Diamond

Microsoft Office

eMoney

Job description

Kestra Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio support. You will review tax returns, assist with tax planning, and work with eMoney to maintain client plans under supervision of the Lead Advisor.

You will meet with clients, refine financial plans, and ensure accurate implementation of recommendations while handling trades and ongoing plan reviews in a fast-paced environment.