Lead Advisor jobs in United States
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Bluespring Wealth Partners · 1 day ago

Lead Advisor

positionHouston, TX
timeFull-time
remoteOnsite
seniorityLead/Staff

Bluespring Wealth Partners is an independent financial planning and investment management firm, and they are seeking a Lead Advisor to manage client relationships and develop new business. The role involves overseeing other advisors, creating financial strategies, and ensuring excellent client service.

Financial Services

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

Qualification

CFP certificationFinancial planningInvestment managementLeadership experienceClient service skillsPublic speakingTeam collaboration

Required

A 4-year degree and advanced industry certification such as CFP, or willingness to pursue certification while serving in this role
Expertise in financial planning and the ability to create tailored strategies for diverse client needs
Strong knowledge of investment management principles and portfolio oversight
Exceptional client service skills with a focus on building long-term relationships
Proven leadership and management experience to guide and support team members
Excellent public speaking and presentation skills to engage clients and represent the firm effectively
Ability to oversee and collaborate with support and service advisors to ensure operational excellence

Company

Bluespring Wealth Partners

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Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
dateFounded in 2005
location
Austin, Texas, USA
people-size11-50 employees
web-link
https://www.bluespringwealth.com/

Funding

Current Stage
Early Stage

Leadership Team

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Angela Osborne
Chief Operating Officer
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Recent News

Business Wire
Bluespring Wealth Partners Welcomes Front Porch Financial in Merger with U.S. Financial Services to Create $1.7B Firm
2026-01-16
Investment News
RIA moves: Integrated expands in Kansas with $300M Pisces Wealth
2026-01-16
Pulse 2.0
Bluespring Wealth Partners Closed Nine Acquisitions In 2025, Adding Over $6 Billion in Client Assets
2025-12-13
Company data provided by crunchbase