Financial Advisory - Wealth Advisor

Bluespring Wealth Partners, LLC; Sheboygan (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) plan

Health insurance

Professional growth

Job summary

Kestra Financial, Inc. seeks a Wealth Advisor to provide comprehensive financial planning and investment advisory services to an assigned client group, while cultivating new relationships to support firm growth.

You will collaborate with planning, investment, and operations teams to deliver exceptional service, uphold fiduciary standards, and ensure FINRA/SEC compliance in all client interactions.

Qualifications

• Bachelor's degree in Finance or related field and industry experience.
• Minimum five years of client-facing wealth management experience.
• Strong knowledge of financial planning, retirement and investment strategies.
• Active FINRA Series 7 and 66 licenses; CFP preferred.
• Insurance licenses are a plus or willingness to obtain.

Responsibilities

• Develop, implement, and monitor comprehensive financial plans for clients.
• Guide clients through retirement, estate planning, tax and risk management.
• Gather financial information and develop personalized recommendations.
• Coordinate with attorneys, CPAs, and other advisors.
• Conduct regular client reviews and provide ongoing guidance.
• Build and deepen long-term client relationships and service quality.
• Ensure fiduciary standards and regulatory compliance in all activities.
• Present portfolio reviews and performance reports to clients.

Skills

Client relationship management

Financial planning

Investment advisory

Regulatory compliance

Communication skills

Education

Bachelor's degree in Finance/Financial Planning/Economics/Business

Active FINRA Series 7 and Series 66 licenses

CFP designation preferred

Tools

CRM software

Financial planning software

Portfolio management tools

Microsoft Office Suite

Job description

Posted Wednesday, July 15, 2026 at 8:00 AM

The Wealth Advisor is responsible for providing comprehensive financial planning and investment advisory services to an assigned group of clients while developing new relationships that support the firm's continued growth. This role serves as a trusted advisor, assisting clients in defining financial goals, implementing customized strategies, and navigating important financial decisions.

The Wealth Advisor works closely with internal planning, investment, and operations teams to deliver an exceptional client experience while maintaining the highest standards of fiduciary care, professionalism, and regulatory compliance.

What You'll Do:

• Develop, implement, and monitor comprehensive financial plans tailored to each client's goals and circumstances.
• Guide clients through retirement planning, investment management, estate planning, tax strategies, risk management, and wealth transfer planning.
• Gather and analyze financial information to evaluate client needs and develop personalized recommendations.
• Establish and maintain investment recommendations and planning strategies.
• Implement, monitor, and adjust financial plans as client circumstances evolve.
• Coordinate professional recommendations with attorneys, CPAs, and other trusted advisors.
• Conduct regular client review meetings and provide ongoing financial guidance.
• Build, manage, and deepen long‑term client relationships.
• Serve as the primary point of contact and trusted advisor for assigned clients.
• Deliver proactive communication and exceptional client service.
• Address client questions and concerns in a timely and professional manner.
• Identify opportunities to strengthen client relationships through additional planning services, referrals, and asset consolidation strategies.
• Uphold the highest standards of fiduciary responsibility and client confidentiality.
• Develop customized investment strategies aligned with client objectives and risk tolerance.
• Prepare and present portfolio reviews, allocation analyses, and performance reports.
• Conduct investment research utilizing internal and external resources.
• Monitor portfolios and recommend allocation changes consistent with Investment Committee guidance.
• Work with team resources to implement portfolio rebalancing and trading activities as appropriate.
• Remain informed regarding market conditions, investment trends, and economic developments that may impact client portfolios.
• Participate in networking, business development, and community events to build new client relationships.
• Cultivate referral relationships with centers of influence and professional partners.
• Contribute to the firm's growth objectives through client acquisition and relationship expansion efforts.
• Promote the firm's planning philosophy and service offerings within the community and professional networks.
• Maintain complete and accurate client records within CRM and planning systems.
• Partner with Operations and Client Service teams to ensure seamless execution of client requests.
• Ensure compliance with FINRA, SEC, and firm regulatory requirements.
• Stay current with continuing education requirements, industry trends, and regulatory updates.
• Contribute to a collaborative culture focused on delivering outstanding client outcomes.

What You Bring:

• Bachelor's degree in Finance, Financial Planning, Economics, Business, or related field; equivalent experience considered.
• Minimum five years of client-facing experience in wealth management, financial planning, investment advisory, or financial services.
• Strong knowledge of financial planning, retirement planning, investment management, risk management, tax strategies, and wealth transfer concepts.
• Active FINRA Series 7 and Series 66 licenses (or equivalent advisory registration).
• CFP® designation preferred; candidates actively pursuing CFP® certification will be considered.
• Insurance licenses (Life, Health, Fixed and Variable Annuities) preferred or willingness to obtain.
• Additional professional designations such as CFA®, CPA®, or ChFC® are a plus.
• Proficiency with CRM systems, financial planning software, portfolio management tools, and Microsoft Office Suite.
• Exceptional communication, presentation, and interpersonal skills.
• Strong business development mindset and relationship‑building abilities.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Self‑motivated professional committed to delivering an exceptional client experience and maintaining the highest ethical standards.

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

Disclosure

• 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.