Financial Services Advisor jobs in United States
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Bluespring Wealth Partners · 1 month ago

Financial Services Advisor

positionRoseville, CA
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date10+ years exp

Bluespring Wealth Partners is a respected firm in the financial services industry dedicated to making a meaningful difference in clients' lives. They are seeking a collaborative and experienced Financial Services Advisor to enhance client relationships and provide exceptional investment strategies and financial planning.

Financial Services

Responsibilities

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

Qualification

Series 65Client relationship managementInvestment knowledgeCFP certificationService-oriented mindsetEthical conductCommunication skillsAttention to detailProblem-solving abilitiesAdaptability

Required

Direct, Client Facing: 10 Years Required
Series 65 (or equivalent) Required
Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
Unwavering client-first mindset
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

Preferred

CFP Preferred

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).

Company

Bluespring Wealth Partners

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Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
dateFounded in 2005
location
Austin, Texas, USA
people-size11-50 employees
web-link
https://www.bluespringwealth.com/

Funding

Current Stage
Early Stage

Leadership Team

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Angela Osborne
Chief Operating Officer
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Recent News

Pulse 2.0
Bluespring Wealth Partners Closed Nine Acquisitions In 2025, Adding Over $6 Billion in Client Assets
2025-12-13
Business Wire
Bluespring Wealth Partners Acquires Nine Firms in 2025, Totaling Over $6 Billion in Assets, Reinforcing Leadership in the Hybrid RIA Space
2025-12-11
Mergers & Acquisitions
Bluespring Adds Signature Wealth to RIA Portfolio
2025-11-07
Company data provided by crunchbase