Bluespring Wealth
1241 John Q Hammons Dr, Madison, WI 53717, USA
Job Description
Posted Wednesday, July 16, 2025 at 6:00 AM About Us: Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being. Job Summary: We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success. Key Responsibilities: Client Relationship Support: Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication. Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly. Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors. Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional. Financial and Tax Planning Support: Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners. Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies. Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions. Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed. Client Education and Engagement: Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans. Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations. Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance. Team Collaboration and Professional Development: Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning. Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery. Actively pursue professional development, including studying for certifications like the CFP or Series 65, with firm support. Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills. Qualifications: Bachelor’s degree in finance, economics, business, or a related field. Certified Financial Planner (CFP) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered. 2+ years of experience in financial planning, wealth management, or a client-facing advisory role. Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships. Strong analytical skills Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles. Ability to work independently and collaboratively in a team-oriented environment. Commitment to fiduciary responsibility, ethical conduct, and client-first principles. Series 65 license (or ability to obtain within 90 days of hire). Why Join Us? Opportunity to make a meaningful impact on clients’ lives through personalized financial planning. Collaborative, supportive team environment with a focus on professional growth and development. Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.). A desire to work in-person with a phenomenal team of like-minded individuals. Access to cutting-edge tools, resources, and ongoing training to enhance your expertise. BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). DISCLOSURE: By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements: You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. 1241 John Q Hammons Dr, Madison, WI 53717, USA
#J-18808-Ljbffr
Posted Wednesday, July 16, 2025 at 6:00 AM About Us: Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being. Job Summary: We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success. Key Responsibilities: Client Relationship Support: Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication. Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly. Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors. Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional. Financial and Tax Planning Support: Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners. Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies. Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions. Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed. Client Education and Engagement: Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans. Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations. Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance. Team Collaboration and Professional Development: Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning. Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery. Actively pursue professional development, including studying for certifications like the CFP or Series 65, with firm support. Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills. Qualifications: Bachelor’s degree in finance, economics, business, or a related field. Certified Financial Planner (CFP) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered. 2+ years of experience in financial planning, wealth management, or a client-facing advisory role. Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships. Strong analytical skills Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles. Ability to work independently and collaboratively in a team-oriented environment. Commitment to fiduciary responsibility, ethical conduct, and client-first principles. Series 65 license (or ability to obtain within 90 days of hire). Why Join Us? Opportunity to make a meaningful impact on clients’ lives through personalized financial planning. Collaborative, supportive team environment with a focus on professional growth and development. Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.). A desire to work in-person with a phenomenal team of like-minded individuals. Access to cutting-edge tools, resources, and ongoing training to enhance your expertise. BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). DISCLOSURE: By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements: You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. 1241 John Q Hammons Dr, Madison, WI 53717, USA
#J-18808-Ljbffr