Bluespring Wealth Partners · 6 hours ago
Lead Advisor
Houston, TX
Full-time
Hybrid
Senior Level
5+ years expBluespring Wealth Partners is an independent financial planning and investment management firm, and they are seeking a Lead Advisor to manage client relationships and implement financial strategies. The role involves business development, training staff, and ensuring excellent client service while deepening client relationships and generating referrals.
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
Required
Series 7 Required
Series 65 and Series 63 or Series 66 Required
Minimum of 5 years of experience in this role Required and 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
Preferred
A 4-year degree Preferred
Advanced industry certification such as CFP Preferred, or willingness to pursue certification while serving in this role
Texas General Lines-life, Accidental Health Preferred
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase