Senior Financial Advisor: Wealth Growth & Client Impact

Bluespring Wealth Partners, LLC; Fairfield (NJ); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial, Inc. in Fairfield, NJ seeks an Advisor to manage client relationships, deliver comprehensive financial planning, and drive growth through proactive business development and collaboration with internal teams.

You will gather client data, present plans, and coordinate investment considerations while maintaining a high standard of service and confidentiality. A thorough licensing and education background is required to support growth in this role.

Qualifications

• Client-focused professional with strong communication skills, sound judgment, and a commitment to confidentiality and delivering high-quality, collaborative client experience.
• Experience preparing and presenting financial plans, working with investment recommendations, and managing client relationships.
• Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline.

Responsibilities

• Serve as the primary point of contact for assigned client relationships and maintain strong, trusted relationships over time.
• Prepare for and conduct client meetings, including discovery, planning, review, onboarding, and follow-up conversations.
• Understand each client’s unique circumstances, needs, goals, and priorities and translate those needs into clear planning and service actions.
• Document client interactions, meeting notes, recommendations, and follow-up items in CRM.
• Proactively deepen client relationships, consolidate outside assets, ask for referrals where appropriate, and identify new business opportunities.

Skills

Client relationship management

Communication skills

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

Kestra Financial, Inc. in Fairfield, NJ seeks an Advisor to manage client relationships, deliver comprehensive financial planning, and drive growth through proactive business development and collaboration with internal teams.

You will gather client data, present plans, and coordinate investment considerations while maintaining a high standard of service and confidentiality. A thorough licensing and education background is required to support growth in this role.