Financial Services Advisor

Posted Thursday, December 4, 2025 at 8:00 AM

Blue spring Wealth Partners (Blue spring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Blue spring 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.

We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success. This is an outstanding opportunity to join a respected firm in the financial services industry.

We're seeking a collaborative, experienced professional who is interested in a long‑term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship‑building skills, meticulous attention to detail, a service‑oriented mindset, and the ability to manage multiple priorities in a dynamic, fast‑paced environment. This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct.

The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients. Our office environment is fast‑paced and mission‑driven, with a culture centered on enhancing the financial well‑being of our clients.

• Serve as the primary point of contact to cultivate and enhance long‑term client relationships
• Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
• Lead client meetings with thorough preparation and manage all follow‑up tasks in a timely manner
• Maintain accurate and detailed documentation of all client interactions
• Contribute to firm growth by fostering new client relationships
• Identify opportunities to consolidate external assets into the firm
• Regularly review and update clients’ financial plans to ensure alignment with their goals

• Direct, Client Facing: 10 Years Required
• Series 65 (or equivalent) Required
• CFP Preferred
• Deep understanding of investments, financial markets, and planning strategies for high‑net‑worth individuals
• Strong personal work ethic and sense of accountability
• Demonstrates respect and professionalism in all interactions
• High level of integrity and trustworthiness
• Exceptional relationship management skills, both written and verbal
• Operates in a fiduciary capacity, always acting in the best interest of the client
• Remains composed and solutions‑oriented under pressure
• Proven ability to develop new relationships and convert prospective clients
• Active and empathetic listener
• Self‑motivated and driven to excel
• Strategic thinker with strong problem‑solving abilities and a forward‑looking mindset
• Positive, enthusiastic attitude
• Flexible and adaptable to evolving client needs and firm priorities
• High energy with a proactive approach to challenges
• Creative thinker with a passion for continuous learning and professional growth
• Highly organized with strong attention to detail
• Discreet and dependable, with a strong understanding of confidentiality and compliance obligations

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.

• 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…