Associate Advisor

Kestra • Pittsburgh, PA

63d

About The Position

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
Supports the advisory team in delivering ongoing service to clients by preparing for client meetings, assisting with planning-related tasks, and coordinating follow-up items. This role plays a key part in maintaining the day-to-day servicing needs of client relationships and ensuring internal processes are followed.

Requirements

• Bachelor’s degree or equivalent experience.
• Minimum of 5 years of experience in wealth management.
• Series 7 and 66 required but can be obtained on the job within the first six months. CFP® required.
• Strong understanding of financial planning and advice.
• Ability to communicate clearly internally and externally through verbal and written correspondence, especially in difficult client situations.
• Strong client services skills with the ability to assess the needs of the client and take action when appropriate.
• Deep understanding of industry compliance and ability to follow procedures.
• Strong client services skills as it relations to relationship management.
• Proven dependability by consistently being at work and on time and during scheduled hours, following instructions and procedures and leading by example.
• Strong organization, prioritization and multi-tasking skills required.
• Must have exceptional attention to detail.
• Skilled in identifying and resolving administrative related problems.
• Skilled in preparing and maintaining records and responding to correspondence.
• Ability to interpret, adapt and apply company policies and procedures.
• Actively promotes and personally observes safety and security procedures and uses equipment and materials properly.
• Ability to implement DiSC® communication styles within the team.
• Insurance Licenses required (Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity) and can be obtained on the job.
• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Nice To Haves

• Additional designations or certifications may be required and can be obtained on the job.

Responsibilities

• Supports the lead advisor in maintaining strong client relationships by assisting with day-to-day servicing needs, drafting client communication, capturing meeting notes, and creating and tracking action items.
• Prepares and generates client review materials for assigned clients in alignment with firm standards.
• Drafts and implements financial plans and action items under the supervision of the Lead/Senior Advisor.
• Assists head of wealth planning with case studies and other education opportunities for the department.
• Researches, creates and presents planning strategies (tax, estate, insurance and investment) and relays recommendations to advisors/clients as client situations arise.
• Assists the Advisor with investment management strategies and works with the Investment Department to implement.
• Participates in client meetings for delivering presentations, live planning, updates, note taking, and post meeting actions.
• Works proactively in all facets of the role, consistently seeking out new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices, and identifying high-impact activities.
• Advanced understanding of financial planning software and scenario creation
• Ensuring all work is completed accurately and promptly.
• Protects clients' rights by maintaining confidentiality of personal and financial information.
• Performs tasks in a manner that displays a commitment to excellence, best practices, compassionate and superior customer service with every client and colleague.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees