Financial Advisory - Support Advisor

Kestra Holdings; Houston (TX); Presencial; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay and benefits

401(k) plan and health insurance

Collaborative work environment

Growth and training opportunities

Descripción de la vacante

LifeBridge Financial Group in Houston, TX seeks a diligent Support Advisor to assist the Lead Advisor, attend client meetings, and manage client information across Albridge, eMoney, and Envestnet. You will prepare reports, analyze asset allocation, and help craft draft financial plans.

This role requires Series 7/65/63 or 66, 2–5 years in financial services, strong communication, and meticulous record-keeping.

Formación

• Series 7/65/63 or 66 required
• 2-5 years in a similar role in financial services industry
• Strong verbal and written communication skills; professional phone presence
• Excellent attention to detail and ability to manage multiple priorities
• Understanding of investment products and portfolio construction
• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint)

Responsabilidades

• Attend client meetings and take extensive notes
• Analyze client information, prepare reports and presentations
• 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
• Create reports for analyzing purchase decisions or planning scenarios
• Interface with broker‑dealer or custodian to obtain information
• Maintain CRM records and ensure compliance through documentation
• Forward complaints to compliance and maintain audit-ready records
• Assist clients with online access
• Other duties as assigned by Lead Advisor(s)

Conocimientos

Series 7

Series 65

Series 63/66

Communication

Attention to detail

Herramientas

Albridge

eMoney

Envestnet

Microsoft Office

Descripción del empleo

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.