Financial Advisory - 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

Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX, Cypress, TX, Waco, TX, and Irving, TX. We exceed expectations through personalized solutions, proactive insight, and precise navigation of complex needs.

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’ financial services industry experience is required
• 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

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

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.

Lead with purpose. Apply now and help shape the future of Kestra.

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.