Senior Wealth Advisor & Client Growth Leader

Bluespring Wealth Partners, LLC; Houston, Northern (TX, KY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

LifeBridge Financial Group in Houston, TX is seeking a senior wealth professional to manage client relationships, develop and review comprehensive financial plans, and implement tailored investment strategies.

You will participate on the Investment Committee, lead plan execution, supervise advisors, train staff, and build a personal business plan aligned with firm growth goals while expanding in target markets.

Qualifications

• CFP certification is preferred; willingness to pursue.
• Minimum of 5 years of experience in this role.
• Active Series 7; Series 65/63 or 66 required.
• Texas Life, Accident and Health license preferred.
• Expertise in financial planning and tailored wealth strategies.
• Strong knowledge of investment management and portfolio oversight.
• Excellent client service and long-term relationship focus.
• Proven leadership to guide and train staff.
• Strong public speaking and presentation skills.
• Ability to collaborate with support and service advisors.

Responsibilities

• Manage client relationships and guide them toward wealth goals.
• Create and review financial plans, implement strategies, and recommend investments.
• Participate on the firm’s Investment Committee and lead plan execution.
• Communicate proactively to address changing client needs.
• Supervise advisors and coordinate support staff for seamless service.
• Provide feedback and help train professional staff.
• Deepen client relationships and generate referrals.
• Build expertise and presence in target markets.
• Execute a personal business plan aligned with firm growth goals.
• Network with professionals and attract new clients through marketing and community engagement.

Skills

CFP Preferred

Series 7

Series 65/63 or 66

Leadership

Public speaking

Client relationship management

Job description

LifeBridge Financial Group in Houston, TX is seeking a senior wealth professional to manage client relationships, develop and review comprehensive financial plans, and implement tailored investment strategies.

You will participate on the Investment Committee, lead plan execution, supervise advisors, train staff, and build a personal business plan aligned with firm growth goals while expanding in target markets.