Senior Wealth Advisor & Client Strategy Leader

Bluespring Wealth Partners; Reston (VA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial, Inc. in Reston, VA, seeks a seasoned wealth advisory leader to own client relationships, drive retention and referrals, and guide investment strategy for high-net-worth clients. This role centers on delivering comprehensive financial plans with empathy and a client-first mindset.

You will lead the advisory support team, oversee planning execution, and ensure high-quality investment guidance. Travel to Richmond for events as needed; CFP or equivalent licenses required.

Qualifications

• 5+ years in a client-facing advisory or wealth management role.
• Licenses/registrations: Series 7, Series 66 or equivalent; CFP.
• Strong financial planning experience and knowledge of investment management principles.
• 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; open to hire in Reston VA or Rockville, MD.

Responsibilities

• Own the client relationship as primary point of contact. Build trust, retain clients, and drive wallet share.
• Lead investment strategy for clients: Investment Committee participation, portfolio management, and proposals.
• Own the financial plan and its delivery to the client through advisory support.
• Own the client experience and the tools that power it: CRM and planning software.

Skills

Client advisory experience

Series 7/66

CFP

Financial planning

Public speaking

Mentoring staff

Job description

Kestra Financial, Inc. in Reston, VA, seeks a seasoned wealth advisory leader to own client relationships, drive retention and referrals, and guide investment strategy for high-net-worth clients. This role centers on delivering comprehensive financial plans with empathy and a client-first mindset.

You will lead the advisory support team, oversee planning execution, and ensure high-quality investment guidance. Travel to Richmond for events as needed; CFP or equivalent licenses required.