Lead Advisor

Bluespring Wealth Partners, LLC; Reston (VA); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Annual bonus eligibility

Job summary

Curo Private Wealth is seeking a Lead Advisor in the Reston/Rockville area to manage client relationships, oversee advisory support, and deliver comprehensive financial planning and investment guidance with senior oversight.

You will lead the client experience, coordinate CRM and planning tools, and mentor the advisory team while advancing retention and growth through strategic planning and empathetic communication.

Qualifications

• 5+ years in a client-facing advisory or wealth management role.
• Required licenses/registrations: Series 7, Series 66 or equivalent; CFP®
• Strong financial planning experience and knowledge of investment management.
• Experience leading or directing advisory support staff.
• Public speaking and client presentation skills are essential.
• Willingness to travel to VA client events; Reston, VA or Rockville, MD hiring is possible.

Responsibilities

• Own the client relationship as primary contact, driving retention and growth.
• Lead investment strategy through portfolio management and proposals.
• Own the financial plan delivery through the advisory team.
• Manage the client experience and tools (CRM, planning software).
• Lead advisory support roles; set expectations and accountability.
• Put the client first in every recommendation and interaction.
• Guide clients toward wealth goals, assessing risks and opportunities.
• Bring depth to planning and investments for diverse client needs.
• Lead the advisory team with clarity and respect; share credit.

Skills

Client relationship management

Public speaking

Leadership

Investment strategy

Financial planning

Travel readiness

Education

Series 7

Series 66

CFP

Tools

CRM software

Planning software

Client-facing technology

Job description

Lead with Purpose. Partner with Impact.

Over the years, Curo Private Wealth has grown thoughtfully and intentionally. Each chapter of our firm's story has been guided by the same commitment: to deliver the highest quality service and to build lasting relationships with clients who deserve a partner who truly cares. The Latin word curo translates literally to "to care for" or "to pay attention to." We chose that name deliberately, because it reflects everything we believe about the way financial planning should feel.

Every Curo client is treated like a close friend. We genuinely care about your well-being, not just your account balance. Our relationships go far beyond the numbers on a statement. We feel it is a privilege to be trusted with what matters most in your life, and every advisor and team member at this firm shows up each day committed to earning that trust.

The Lead Advisor Leads and manages advisory support team members while overseeing client relationships and delivering financial planning, investment analysis, recommendations, and trade execution under senior oversight to drive client service excellence, retention, and growth.

What You'll Do:

• Own the client relationship as primary point of contact. Build and deepen trust and drive retention, expansion of wallet share and referrals.
• Lead investment strategy for clients: Investment Committee participation, portfolio management, and investment proposals.
• Own the financial plan and its delivery to the client. Planning execution runs through the advisory support team.
• Own the client experience and the tools that power it: CRM, planning software, and client-facing technology.
• Lead and manage the advisory support roles. Set clear expectations, manage to them, and hold the team accountable.
• Put the client first in every recommendation, even when it is the harder path. Know the details of their life and goals, and lead every interaction with empathy.
• Own the client's outcome, not just the meeting, guiding them towards their wealth goals. Actively assess risks and opportunities to anticipate client or firm needs.
• Bring real depth to planning and investments, creating tailored strategies for diverse client needs. Maintain high advice quality, and keep sharpening your skillset as markets and planning evolve.
• Ask the questions that uncover what the client truly needs. Understand before you advise, and adopt tools and ideas that serve clients better.
• Lead the Service Advisors and advisory support team with clarity and respect. Share credit, communicate openly, and put client and firm success ahead of personal glory.

What You Bring:

• 5+ years in a client-facing advisory or wealth management role.
• Required licenses/registrations: Series 7, Series 66 or equivalent; CFP®
• Strong financial planning experience and knowledge of investment management principles and portfolio oversight.
• Experience leading, mentoring, or directing support staff.
• Strong public speaking and presentation skills to engage clients and represent the firm effectively.
• Ability to travel to Williamsburg, Newport News, Hampton, and Gloucester, VA, as needed for client events; open to hire in Reston, VA or Rockville, MD.Compensation:Salary range for new hires is generally $140,000.00 - $200,000.00 for Reston VA or Rockville, MD. In addition, the role may be eligible for annual bonus.