Financial Advisory - Support Advisor

Bluespring Wealth Partners; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

401(k) plan

Health insurance

Training & development

Tuition reimbursement

Job summary

Kestra Financial in Houston, TX seeks a Support Advisor to maximize the Lead Advisor’s efficiency and support daily operations while ensuring regulatory compliance.

In this role, you will attend client meetings, analyze information, prepare reports in Albridge, eMoney, Envestnet, and assist clients with online access. A proactive, client-first mindset and strong communication are essential.

Qualifications

• 2–5 years in a similar role and minimum of 3 years of financial services industry experience.
• Undergraduate degree preferred.
• Strong verbal and written communication skills; positive, professional phone presence.
• Excellent attention to detail and ability to manage multiple priorities effectively.
• Understanding of investment products and portfolio construction.
• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).
• A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs.
• Client-first attitude and commitment to delivering exceptional service.

Responsibilities

• Attend client meetings and take extensive notes.
• Analyze client information, prepare reports and presentations, and manage reports in portfolio management systems such as Albridge, eMoney, and Envestnet.
• Answer basic investment and financial planning questions for clients.
• Enter information into financial planning software (eMoney) and prepare draft plans.
• Analyze asset allocation and generate rebalancing trades.
• Research products, investment managers, services, and pricing; contact carriers for information.
• Create custom reports for analyzing purchase decisions or planning scenarios.
• Interface with the broker‑dealer or custodian to obtain information or account data and convey service requests.
• Maintain information related to duties in CRM.
• Forward complaints to the compliance department and maintain records for auditing.
• Maintain detailed records, communicate effectively with teams, and address compliance risks analytically.
• Assist clients with online access.
• Other duties as assigned by the Lead Advisor(s).

Skills

Series 7

Series 65

Series 63/66

Financial services experience

Communication skills

Attention to detail

Microsoft Office

Education

Bachelor's degree

Tools

Albridge

eMoney

Envestnet

CRM systems

Job description

The Support Advisor reports to the Location Lead Advisor and plays a critical role in maximizing the Lead Advisor’s efficiency. This position supports daily operations while ensuring all activities adhere to established regulatory and compliance requirements.

What You’ll Do

• Attend client meetings and take extensive notes.
• Analyze client information, prepare reports and presentations, and manage reports in portfolio management systems such as Albridge, eMoney, and Envestnet.
• Answer basic investment and financial planning questions for clients.
• Enter information into financial planning software (eMoney) and prepare draft plans.
• Analyze asset allocation and generate rebalancing trades.
• Research products, investment managers, services, and pricing; contact carriers for information.
• Create custom reports for analyzing purchase decisions or planning scenarios.
• Interface with the broker‑dealer or custodian to obtain information or account data and convey service requests.
• Maintain information related to duties in CRM.
• Forward complaints to the compliance department and maintain records for auditing.
• Maintain detailed records, communicate effectively with teams, and address compliance risks analytically.
• Assist clients with online access.
• Other duties as assigned by the Lead Advisor(s).

What You Bring

• Series 7, Series 65 and Series 63 or Series 66, required.
• 2–5 years in a similar role and minimum of 3 years of financial services industry experience.
• Undergraduate degree preferred.
• Strong verbal and written communication skills; positive, professional phone presence.
• Excellent attention to detail and ability to manage multiple priorities effectively.
• Understanding of investment products and portfolio construction.
• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).
• A forward‑thinking, problem‑solving mindset with the ability to anticipate client and team needs.
• Client‑first attitude and commitment to delivering exceptional service.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k) plan, 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.

EEO Statement

• 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.