Financial Advisory - Lead Advisor

Bluespring Wealth; Fairfield (NJ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Professional development

Job summary

Kestra Financial is seeking a Lead Advisor to manage and grow high‑priority client relationships in a dynamic wealth management practice in New Jersey. You will deliver comprehensive financial planning, investment guidance, and seamless service collaboration with internal and external partners.

The role requires at least 5 years in financial services, CFP or CFA, and appropriate licenses. You will lead meetings, present plans, and build a durable pipeline while upholding the firm’s

Qualifications

• SIE, Series 7/66 preferred or must be obtained within 12 months
• CFP® or CFA required
• Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline
• Minimum 5 years of experience in financial services, wealth management, or advisory roles
• Experience preparing and presenting financial plans, working with investment recommendations, and managing client relationships
• Experience with Microsoft Office required; experience with CRM, financial planning software, and custodian or portfolio platforms preferred
• Client-focused professional with strong communication skills, sound judgment, and a commitment to confidentiality and delivering high-quality, collaborative client experience
• Highly organized and detail-oriented, with the ability to manage multiple priorities, exercise accountability, and follow through effectively in a fast-paced team environment

Responsibilities

• Lead Advisor serves as the primary point of contact for assigned client relationships and maintains trusted relationships
• Prepare for and conduct client meetings including discovery, planning, onboarding, and follow-up conversations
• Understand client needs and translate into planning and service actions
• Document client interactions, meeting notes, recommendations, and follow-up items in CRM
• Develop and maintain a consistent prospecting pipeline and identify new business opportunities
• Coordinate planning, investment management, insurance, estate, tax, and other advisory considerations
• Present financial plans, planning updates, investment recommendations, and client materials
• Work with investment and operations teams to implement recommendations and ensure smooth onboarding

Skills

Client relationship management

Communication skills

Attention to detail

Team collaboration

CRM experience

Education

CFP® or CFA credential

Bachelor’s degree in Accounting/Finance/Business

SIE/Series 7/66 licensure (or willingness to obtain)

Tools

Microsoft Office

CRM software

Financial planning software

Custodian/portfolio platforms

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Lead with Purpose. Partner with Impact.

At U.S. Financial Services the Lead Advisor is responsible for managing and strengthening client relationships, delivering financial planning and investment advice, and actively developing new business for the firm. This role serves as the primary advisor for assigned client relationships and is expected to build a pipeline of qualified prospects, convert opportunities into client relationships, and expand existing client relationships through thoughtful planning, asset consolidation, and referrals. The Lead Advisor works collaboratively with service advisors, associate advisors, operations, and investment resources to provide a seamless client experience while taking direct ownership of relationship growth and new business development.

What You’ll Do:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Responsibilities include, but are not limited to:

Client Relationship Management

• Serve as the primary point of contact for assigned client relationships and maintain strong, trusted relationships over time
• Prepare for and conduct client meetings, including discovery, planning, review, onboarding, and follow-up conversations
• Understand each client’s unique circumstances, needs, goals, and priorities and translate those needs into clear planning and service actions
• Document client interactions, meeting notes, recommendations, and follow-up items in CRM
• Proactively deepen client relationships, consolidate outside assets, ask for referrals where appropriate, and identify new business opportunities that contribute to measurable firm growth
• Develop and maintain a consistent prospecting pipeline, including prospective clients, centers of influence, referrals, and other business development opportunities aligned with the firm’s growth objective

Financial Planning and Advisor

• Gather client information, review planning assumptions, and deliver financial planning recommendations aligned with client objective
• Coordinate financial planning, investment management, insurance, estate, tax, and other advisory considerations with appropriate internal and external professionals
• Present financial plans, planning updates, investment recommendations, and client meeting materials
• Research planning and investment issues and communicate recommendations clearly and professionally
• Monitor and update client plans and portfolios based on changing circumstances, life events, and firm guidance
• Portfolio and Implementation Support
  • Work with investment and operations teams to implement approved investment recommendations, trades, account openings, transfers, and rebalancing activities
  • Ensure client onboarding and transition activities are completed accurately, efficiently, and in accordance with firm processes
  • Review client reports, statements, planning summaries, and meeting materials for accuracy and clarity
  • Follow through on client requests and coordinate internal resources to resolve questions or issues

Team Collaboration and Practice Suppor

• Collaborate with Service Advisors, Associate Advisors, client service, operations, and planning team members to deliver consistent client service
• Provide coaching and guidance to less experienced team members on client preparation, planning quality, and professional communication
• Participate in client and prospect events, firm initiatives, and process improvement efforts
• Support a positive team culture grounded in accountability, professionalism, and client care

What You Bring:

• SIE, Series 7/66 preferred or must be obtained within 12 months
• CFP® or CFA required
• Additional licenses may be required based on state and additional role requirement
• Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline
• Minimum 5 years of experience in financial services, wealth management, or advisory roles
• Experience preparing and presenting financial plans, working with investment recommendations, and managing client relationships
• Experience with Microsoft Office required; experience with CRM, financial planning software, and custodian or portfolio platforms preferred
• Client-focused professional with strong communication skills, sound judgment, and a commitment to confidentiality and delivering high-quality, collaborative client experience
• Highly organized and detail-oriented, with the ability to manage multiple priorities, exercise accountability, and follow through effectively in a fast-paced team environment

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.