Financial Advisory - Wealth Planning Associate

Bluespring Wealth Partners, LLC; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development opportunities

Job summary

Bluespring Wealth Partners, LLC in Pittsburgh is seeking a dedicated professional to join its financial planning team. The role involves assisting advisors in developing tailored financial plans, participating in client meetings, and utilizing financial planning software for scenario modeling.

Ideal candidates will have robust analytical skills, strong communication abilities, and a commitment to professional development. A bachelor’s degree is required, along with a minimum of three years in financial services. The position offers a supportive work environment and a competitive benefits package.

Qualifications

• Minimum 3 years of experience in a wealth management or financial services role.
• Experience with financial planning software and scenario modeling.
• Series 7 and Series 66 required within the first six months of employment.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to client needs.
• Participate in client meetings and take notes.

Skills

Financial planning interest

Analytical skills

Communication skills

Attention to detail

Ability to manage multiple priorities

Collaboration

Professionalism

Financial planning software experience

Microsoft Office proficiency

Education

Bachelor’s degree or equivalent experience

CFP® designation in progress

Tools

Financial planning software

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Job Description

Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member’s contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive.

What You’ll Do:

• Assist advisors in developing comprehensive financial plans
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning
• Participate in client meetings, including note‑taking, planning discussions, and follow‑up actions
• Support advisors in complex planning and client situations
• Create client review materials and service deliverables
• Prepare analyses and recommendations for client review meetings
• Utilize financial planning software to model scenarios and evaluate outcomes
• Support ongoing client needs through planning updates and service coordination
• Identify opportunities to improve planning processes and advisor efficiency
• Ensure all work is completed accurately and in a timely manner
• Maintain confidentiality of client financial and personal information

What You’ll Bring:

• Strong interest in financial planning and wealth management
• Excellent analytical and problem‑solving skills
• Strong written and verbal communication skills
• High attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Collaborative mindset with a desire to learn and grow
• Ability to handle sensitive client situations with professionalism
• Experience with financial planning software and scenario modeling
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Ability to learn CRM and firm‑specific technology platforms
• Bachelor’s degree or equivalent experience
• Minimum 3 years of experience in a wealth management or financial services role
• Series 7 and Series 66 required (may be obtained within the first six months of employment)
• CFP® designation in progress, or a commitment to begin working toward the CFP® designation
• Insurance licenses required (Life, Health, Fixed and Variable Annuities) and may be obtained on the job
• Additional designations and certifications may be required

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

• 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.