Senior Wealth Advisor & Advisory Team Lead

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

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.