Lead Advisor

Bluespring Wealth Partners, LLC; Houston, Northern (TX, KY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

LifeBridge Financial Group in Houston, TX is seeking a senior wealth professional to manage client relationships, develop and review comprehensive financial plans, and implement tailored investment strategies.

You will participate on the Investment Committee, lead plan execution, supervise advisors, train staff, and build a personal business plan aligned with firm growth goals while expanding in target markets.

Qualifications

• CFP certification is preferred; willingness to pursue.
• Minimum of 5 years of experience in this role.
• Active Series 7; Series 65/63 or 66 required.
• Texas Life, Accident and Health license preferred.
• Expertise in financial planning and tailored wealth strategies.
• Strong knowledge of investment management and portfolio oversight.
• Excellent client service and long-term relationship focus.
• Proven leadership to guide and train staff.
• Strong public speaking and presentation skills.
• Ability to collaborate with support and service advisors.

Responsibilities

• 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.

Skills

CFP Preferred

Series 7

Series 65/63 or 66

Leadership

Public speaking

Client relationship management

Job description

Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm with o ffi ces 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:

• 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

• 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.