Senior Wealth Advisory Leader

Bluespring Wealth Partners; Richmond (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

Bluespring Wealth Partners is seeking a Lead Advisor to manage the advisory support team, oversee client relationships, and deliver comprehensive financial planning, investment analysis, and trade execution under senior oversight. You will drive client service excellence, retention, and growth while guiding the team to maintain high-quality advice.

The role requires 5+ years in wealth management, FINRA licenses (Series 7/66) or CFP, and strong presentation skills.

Qualifications

• Minimum 5+ years in a client-facing advisory or wealth management role.
• Licenses: Series 7, Series 66 or equivalent; CFP.
• Strong financial planning and portfolio oversight experience.

Responsibilities

• Own the client relationship as the primary point of contact.
• Lead investment strategy for clients including portfolio management.
• Own the financial plan and its delivery through the advisory support team.
• Own the client experience and the tools powering it (CRM, planning software).
• Lead and mentor the advisory support staff and set clear expectations.
• Travel to the Richmond, VA area for client events as needed.

Skills

Client-facing

Wealth management

Public speaking

Mentoring

Education

FINRA Series 7

FINRA Series 66

CFP

Tools

CRM

Planning software

Client-facing technology

Job description

Bluespring Wealth Partners is seeking a Lead Advisor to manage the advisory support team, oversee client relationships, and deliver comprehensive financial planning, investment analysis, and trade execution under senior oversight. You will drive client service excellence, retention, and growth while guiding the team to maintain high-quality advice.

The role requires 5+ years in wealth management, FINRA licenses (Series 7/66) or CFP, and strong presentation skills.