Lead Advisor

Bluespring Wealth Partners; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bluespring Wealth Partners in Houston, TX is looking for an experienced financial planner to manage client relationships and guide them toward their wealth goals. You will create personalized financial plans, implement strategies, and ensure exceptional client service.

The ideal candidate will have at least 5 years of relevant experience, Series 7, 65, and 63 certifications, and strong leadership skills to support the team. This role emphasizes client relationship management and requires a proactive approach to financial planning.

Qualifications

• Minimum of 5 years of experience in financial planning or wealth management.
• Series 7, Series 63, and Series 65 certifications required.
• Exceptional client service skills and proven leadership experience.

Responsibilities

• Manage client relationships to guide them toward wealth goals.
• Create and review financial plans and implement strategies.
• Participate in the firm’s Investment Committee.

Skills

Client relationship management

Financial planning

Investment management

Team leadership

Public speaking

Education

4-year degree

CFP certification or willingness to pursue it

Job description

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.

What you’ll Do:

• Manage client relationships and guide them toward wealth goals.
• Create and review financial plans, implement strategies, and recommend investments.
• Participate on the firm’s Investment Committee and lead plan execution.
• Communicate proactively to address changing client needs.
• Supervise advisors and coordinate support staff for seamless service.
• Provide feedback and help train professional staff.
• Deepen client relationships and generate referrals.
• Build expertise and presence in target markets.
• Execute a personal business plan aligned with firm growth goals.
• Network with professionals and attract new clients through marketing and community engagement.

What You Bring:

• A 4-year degree Preferred.
• Advanced industry certification such as CFP Preferred, or willingness to pursue certification while serving in this role.
• Minimum of 5 years of experience in this role Required.
• Series 7 Required.
• Series 65 and Series 63 or Series 66 Required.
• Texas General Lines-Life, Accident and Health Preferred and willingness to pursue certification while serving in this role.
• Expertise in financial planning and the ability to create tailored strategies for diverse client needs.
• Strong knowledge of investment management principles and portfolio oversight.
• Exceptional client service skills with a focus on building long-term relationships.
• Proven leadership and management experience to guide and support team members.
• Excellent public speaking and presentation skills to engage clients and represent the firm effectively.
• Ability to oversee and collaborate with support and service advisors to ensure operational excellence.

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.