Financial Advisory Support Specialist

Kestra Holdings; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) plan and health insurance

Collaborative work environment

Growth and training opportunities

Job summary

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.

Qualifications

• 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)

Responsibilities

• 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)

Skills

Series 7

Series 65

Series 63/66

Communication

Attention to detail

Tools

Albridge

eMoney

Envestnet

Microsoft Office

Job description

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.