Senior Wealth Advisor & Client Growth Leader

Bluespring Wealth; Fairfield (NJ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Professional development

Job summary

Kestra Financial is seeking a Lead Advisor to manage and grow high‑priority client relationships in a dynamic wealth management practice in New Jersey. You will deliver comprehensive financial planning, investment guidance, and seamless service collaboration with internal and external partners.

The role requires at least 5 years in financial services, CFP or CFA, and appropriate licenses. You will lead meetings, present plans, and build a durable pipeline while upholding the firm’s

Qualifications

• SIE, Series 7/66 preferred or must be obtained within 12 months
• CFP® or CFA required
• Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline
• Minimum 5 years of experience in financial services, wealth management, or advisory roles
• Experience preparing and presenting financial plans, working with investment recommendations, and managing client relationships
• Experience with Microsoft Office required; experience with CRM, financial planning software, and custodian or portfolio platforms preferred
• Client-focused professional with strong communication skills, sound judgment, and a commitment to confidentiality and delivering high-quality, collaborative client experience
• Highly organized and detail-oriented, with the ability to manage multiple priorities, exercise accountability, and follow through effectively in a fast-paced team environment

Responsibilities

• Lead Advisor serves as the primary point of contact for assigned client relationships and maintains trusted relationships
• Prepare for and conduct client meetings including discovery, planning, onboarding, and follow-up conversations
• Understand client needs and translate into planning and service actions
• Document client interactions, meeting notes, recommendations, and follow-up items in CRM
• Develop and maintain a consistent prospecting pipeline and identify new business opportunities
• Coordinate planning, investment management, insurance, estate, tax, and other advisory considerations
• Present financial plans, planning updates, investment recommendations, and client materials
• Work with investment and operations teams to implement recommendations and ensure smooth onboarding

Skills

Client relationship management

Communication skills

Attention to detail

Team collaboration

CRM experience

Education

CFP® or CFA credential

Bachelor’s degree in Accounting/Finance/Business

SIE/Series 7/66 licensure (or willingness to obtain)

Tools

Microsoft Office

CRM software

Financial planning software

Custodian/portfolio platforms

Job description

Kestra Financial is seeking a Lead Advisor to manage and grow high‑priority client relationships in a dynamic wealth management practice in New Jersey. You will deliver comprehensive financial planning, investment guidance, and seamless service collaboration with internal and external partners.

The role requires at least 5 years in financial services, CFP or CFA, and appropriate licenses. You will lead meetings, present plans, and build a durable pipeline while upholding the firm’s