Financial Services Advisor

Bluespring Wealth Partners; Walnut Creek (CA); On-site; Full time

Benefits offered by this job

Full health insurance

401(k) plans

Voluntary insurance plans

Job summary

A leading financial services firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal candidate will have a strong commitment to client service and 10 years of client-facing experience. Responsibilities include leading client meetings and providing tailored financial planning solutions. This role offers benefits such as full health insurance and retirement plans, ensuring a comprehensive and supportive work environment.

Qualifications

• 10 years of direct client-facing experience required.
• Deep understanding of investments and financial markets.
• Demonstrates respect and professionalism in all interactions.

Responsibilities

• Serve as the primary point of contact for client relationships.
• Clearly communicate investment strategies and financial planning.
• Lead client meetings and manage follow-up tasks.

Skills

Client relationship management

Investment strategies

Financial planning

Strong communication

Detail-oriented

Education

Series 65 certification

CFP certification

Job description

3 days ago Be among the first 25 applicants

We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success. This is an outstanding opportunity to join a respected firm in the financial services industry.

We're seeking a collaborative, experienced professional who is interested in a long‑term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship‑building skills, meticulous attention to detail, a service‑oriented mindset, and the ability to manage multiple priorities in a dynamic, fast‑paced environment. This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients. Our office environment is fast‑paced and mission‑driven, with a culture centered on enhancing the financial well‑being of our clients.

What will you need:

• Direct, Client Facing: 10 Years Required


• Series 65 (or equivalent) Required


• CFP Preferred


• Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals


• Unwavering client-first mindset


• Strong personal work ethic and sense of accountability


• Demonstrates respect and professionalism in all interactions


• High level of integrity and trustworthiness


• Exceptional relationship management skills, both written and verbal


• Operates in a fiduciary capacity, always acting in the best interest of the client


• Remains composed and solutions-oriented under pressure


• Proven ability to develop new relationships and convert prospective clients


• Active and empathetic listener


• Self-motivated and driven to excel


• Strategic thinker with strong problem-solving abilities and a forward-looking mindset


• Positive, enthusiastic attitude


• Flexible and adaptable to evolving client needs and firm priorities


• High energy with a proactive approach to challenges


• Creative thinker with a passion for continuous learning and professional growth


• Highly organized with strong attention to detail


• Discreet and dependable, with a strong understanding of confidentiality and compliance obligations

What will you do:

• Serve as the primary point of contact to cultivate and enhance long-term client relationships


• Clearly communicate investment strategies and financial planning recommendations on an ongoing basis


• Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner


• Maintain accurate and detailed documentation of all client interactions


• Contribute to firm growth by fostering new client relationships


• Identify opportunities to consolidate external assets into the firm


• Regularly review and update clients’ financial plans to ensure alignment with their goals

Benefits:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

Disclosure:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment.

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.

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