Lead Advisor

Bluespring Wealth Partners; Richmond (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

Bluespring Wealth Partners is seeking a Lead Advisor to manage the advisory support team, oversee client relationships, and deliver comprehensive financial planning, investment analysis, and trade execution under senior oversight. You will drive client service excellence, retention, and growth while guiding the team to maintain high-quality advice.

The role requires 5+ years in wealth management, FINRA licenses (Series 7/66) or CFP, and strong presentation skills.

Qualifications

• Minimum 5+ years in a client-facing advisory or wealth management role.
• Licenses: Series 7, Series 66 or equivalent; CFP.
• Strong financial planning and portfolio oversight experience.

Responsibilities

• Own the client relationship as the primary point of contact.
• Lead investment strategy for clients including portfolio management.
• Own the financial plan and its delivery through the advisory support team.
• Own the client experience and the tools powering it (CRM, planning software).
• Lead and mentor the advisory support staff and set clear expectations.
• Travel to the Richmond, VA area for client events as needed.

Skills

Client-facing

Wealth management

Public speaking

Mentoring

Education

FINRA Series 7

FINRA Series 66

CFP

Tools

CRM

Planning software

Client-facing technology

Job description

Lead with Purpose. Partner with Impact.

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 Richmond, VA area, as needed for client events

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.