Kestra Holdings
Support Advisor - Lifebridge Financial Group
Kestra Holdings, Houston, Texas, United States, 77246
Support Advisor - Lifebridge Financial Group Kestra Holdings • Houston, TX, United States
Lead with Purpose. Partner with Impact.
LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX and Waco, TX. We believe that financial success is deeply rooted in trust, transparency, and collaboration. Through personalized interactions and tailored solutions, we aim to exceed expectations, anticipating needs and navigating complexities with precision.
What you'll Do
Attends client meetings and takes extensive notes
Analyzes client information, prepares reports and presentations, and manages reports in the portfolio management system (Albridge)
Answers basic investment and financial planning questions for clients
Enter information into financial planning software (eMoney) and prepares draft plans • Analyzes asset allocation and generates rebalancing trades
Research products, investment managers, services, and pricing; contacts carriers for information
Creates custom reports for analyzing purchase decisions or planning scenarios
Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests
Maintains information related to duties in CRM
Forward complaints to the compliance department and maintain records for auditing
Maintain detailed records, communicate effectively with teams, and address compliance risks analytically
Assist clients with online access
Other duties as assigned by Executive Management
What You Bring
Series 7 and Series 66 licenses are required
3-7 years in a similar role and 5-10 years of financial services industry experience required
Undergraduate degree required
Ability to build relationships with clients and internal partners
Excellent communication skills (verbal and written)
Able to work independently and effectively manage multiple tasks at once
Advanced computer skills: high proficiency with Excel is essential
Understanding of investment products and portfolio construction
Experience/knowledge of building financial plans
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
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.
#J-18808-Ljbffr
Lead with Purpose. Partner with Impact.
LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX and Waco, TX. We believe that financial success is deeply rooted in trust, transparency, and collaboration. Through personalized interactions and tailored solutions, we aim to exceed expectations, anticipating needs and navigating complexities with precision.
What you'll Do
Attends client meetings and takes extensive notes
Analyzes client information, prepares reports and presentations, and manages reports in the portfolio management system (Albridge)
Answers basic investment and financial planning questions for clients
Enter information into financial planning software (eMoney) and prepares draft plans • Analyzes asset allocation and generates rebalancing trades
Research products, investment managers, services, and pricing; contacts carriers for information
Creates custom reports for analyzing purchase decisions or planning scenarios
Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests
Maintains information related to duties in CRM
Forward complaints to the compliance department and maintain records for auditing
Maintain detailed records, communicate effectively with teams, and address compliance risks analytically
Assist clients with online access
Other duties as assigned by Executive Management
What You Bring
Series 7 and Series 66 licenses are required
3-7 years in a similar role and 5-10 years of financial services industry experience required
Undergraduate degree required
Ability to build relationships with clients and internal partners
Excellent communication skills (verbal and written)
Able to work independently and effectively manage multiple tasks at once
Advanced computer skills: high proficiency with Excel is essential
Understanding of investment products and portfolio construction
Experience/knowledge of building financial plans
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
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.
#J-18808-Ljbffr