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Bluespring Wealth Partners · 1 month ago

Associate Advisor

Austin, TX

Full-time

Onsite

Senior Level

5+ years exp

Bluespring Wealth Partners is committed to delivering excellent client service and financial planning. The Associate Advisor supports the advisory team in maintaining client relationships and assists with planning-related tasks, ensuring that internal processes are followed effectively.

Financial Services

Responsibilities

Supports the lead advisor in maintaining strong client relationships by assisting with day-to-day servicing needs, drafting client communication, capturing meeting notes, and creating and tracking action items

Prepares and generates client review materials for assigned clients in alignment with firm standards

Drafts and implements financial plans and action items under the supervision of the Lead/Senior Advisor

Assists head of wealth planning with case studies and other education opportunities for the department

Researches, creates and presents planning strategies (tax, estate, insurance and investment) and relays recommendations to advisors/clients as client situations arise

Assists the Advisor with investment management strategies and works with the Investment Department to implement

Participates in client meetings for delivering presentations, live planning, updates, note taking, and post meeting actions

Works proactively in all facets of the role, consistently seeking out new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices, and identifying high-impact activities

Advanced understanding of financial planning software and scenario creation

Ensuring all work is completed accurately and promptly

Protects clients' rights by maintaining confidentiality of personal and financial information

Performs tasks in a manner that displays a commitment to excellence, best practices, compassionate and superior customer service with every client and colleague

Qualification

Financial planningClient relationship managementFinancial planning softwareSeries 7 certificationCFP certificationCommunication skillsOrganizational skillsAttention to detailProblem-solving skillsTeam collaboration

Required

Strong understanding of financial planning and advice

Ability to communicate clearly internally and externally through verbal and written correspondence, especially in difficult client situations

Strong client services skills with the ability to assess the needs of the client and take action when appropriate

Deep understanding of industry compliance and ability to follow procedures

Strong client services skills as it relates to relationship management

Proven dependability by consistently being at work and on time and during scheduled hours, following instructions and procedures and leading by example

Strong organization, prioritization and multi-tasking skills required

Must have exceptional attention to detail

Skilled in identifying and resolving administrative related problems

Skilled in preparing and maintaining records and responding to correspondence

Ability to interpret, adapt and apply company policies and procedures

Actively promotes and personally observes safety and security procedures and uses equipment and materials properly

Ability to implement DiSC® communication styles within the team

Bachelor's degree or equivalent experience

Minimum of 5 years of experience in wealth management

Series 7 and 66 required but can be obtained on the job within the first six months

CFP® required

Insurance Licenses required (Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity) and can be obtained on the job