Associate Advisor

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. Signature Wealth ( is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability-ensuring no one works in isolation and every team member contributes meaningfully to client outcomes. We value mentorship, professional development, and a supportive environment where people are empowered to grow and thrive.

We are seeking a motivated and client-focused Associate Advisor to support our advisory team in delivering exceptional, high-touch wealth management experiences. This role is ideal for an early-career advisor who is eager to learn, grow, and develop within a collaborative firm that prioritizes shared stewardship of client relationships.

The Associate Advisor works closely with Lead Advisors and internal teams to support client planning, relationship management, and ongoing service delivery. This role blends technical learning, client exposure, and professional development, with a clear path for growth within the firm.

What you'll do

• Prepares, updates and generates client review materials for assigned clients in alignment with firm standards.
• Assist with financial planning analyses, cash flow modeling, retirement projections, and scenario planning.
• Support Lead Advisors in the preparation and delivery of comprehensive financial planning and investment advice.
• Participate in client meetings, including preparation, note-taking, follow-up, and ongoing relationship support.
• Collaborate with Investment, Wealth Planning, Operations, and Client Services teams to ensure a seamless client experience.
• Maintain accurate and timely documentation in CRM and planning systems.
• Proactively follow up on client action items, service requests, and planning deliverables.
• Support onboarding of new clients and implementation of planning and investment strategies.
• Assists head of wealth planning with case studies and other education opportunities for the department.
• Stay current on firm processes, compliance requirements, and industry best practices.
• Engage in ongoing professional development, mentorship, and training to build technical and advisory skills.
• Contribute positively to team culture by participating in meetings, learning opportunities, and firm initiatives.

What You Bring

• Bachelor's degree (or equivalent experience).
• Minimum 5 years of experience in wealth management or financial advisory services.
• CFP® required.
• Series 7 and 66 (or the ability to obtain within the first 6 months).
• Life, Accident & Health, Fixed & Variable Annuities licenses (or willingness to obtain on the job).
• Additional designations may be completed post-hire.
• Strong understanding of comprehensive financial planning and advice delivery.
• Working knowledge of compliance standards and the discipline to follow firm procedures accurately.
• Exceptional organizational skills, attention to detail, and the ability to prioritize multiple items.
• Strong record-keeping abilities with accuracy, confidentiality, and reliability.
• Ability to troubleshoot, analyze, and resolve process or administrative issues independently.
• Skilled at interpreting and applying company policies, procedures, and planning best practices.
• Clear, professional communication skills-written and verbal-especially when handling complex or sensitive client situations.
• Proven ability to collaborate in an ensemble, team-based environment.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. 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 Kestra Financial 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. Kestra Financial prohibits any such discrimination or harassment.