Financial Advisor
Bluespring Wealth Partners, LLC
Kestra Financial, Inc. in Houston seeks a Support Advisor to assist the Lead Advisor, attend client meetings, and prepare reports while ensuring regulatory compliance. The role supports daily operations and keeps detailed records in CRM and financial planning systems. Ideal candidates hold Series 7/65 and 63/66, have 2–5 years in financial services, and are proficient with MS Office and portfolio software such as Albridge, eMoney, and Envestnet. Internal applicants policy applies. #J-18808-Ljbffr
Vacancy posted 4 days ago
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