Bluespring Wealth Partners Jobs in United States

Head of Marketing, Bluespring Wealth Partners · Join to apply for the Head of Marketing, Bluespring Wealth Partners role at Bluespring Wealth Partners · Head of Marketing, Bluespring Wealth Partners · Join to apply for the Head of Marketing, Bluespring Wealth Partners role at Blu ...

The Project Manager is responsible for the successful management and delivery of operations, business, and/or technology projects that support the organization's strategic initiatives and long-term vision.This role ensures projects are completed on time, within scope, and within ...

We are an Ensemble Practice operating as a team that puts our clients and the company before personal interests. · We provide a welcoming environment where everyone is recognized as an individual with unique needs. · Identify clients' financial objectives and life goals · Develop ...

The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor to prepare and deliver financial plans. · Over 4 years of industry experience with a proven track record of client service excellence. · ...

The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. · ...

Lead with Purpose. Partner with Impact. Bluespring Wealth Partners (BWP) is a fast-growing acquirer of wealth management firms throughout the United States. · ...

+We are seeking an experienced Operations Specialist to execute and enhance the core operational functions of our RIA. This role is central to ensuring accuracy, consistency, and operational oversight. · +Support monthly and quarterly client reporting cycles, ensuring data comple ...

Do you want to get a preview of your career? Are you looking to get real-world experience in a fast-paced, growing organization? Do you want to be part of a collaborative environment? Are you excited to make an impact this summer?Our '26 summer interns will impact our company, te ...

As a Sales Development Representative (SDR) at Bluespring Wealth Partners you'll play a critical role in generating new business by identifying and engaging prospective financial advisor firms and firm owners. · ...

The Data & Operations Integration Lead will play a critical role in supporting this effort. This individual will own the end-to-end data readiness, cleanup, and migration process as firms move from legacy systems into our enterprise platforms. · Lead data discovery, mapping, clea ...

We are seeking an M&A and Business Development Principal to lead the evaluation, underwriting, and execution of acquisitions in the wealth management space. · Manage financial and operational diligence process to obtain and summarize key information about prospective acquisitions ...

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 Holdin ...

The role of Associate Advisor at Bluespring Wealth Partners involves supporting advisory teams in delivering ongoing service to clients by preparing for client meetings, assisting with planning-related tasks, and coordinating follow-up items. · ...

We are seeking an Investment Specialist to join our dynamic team at Kestra Investment Management. · KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. · The ideal candidate will have strong interpe ...

The Client Service Associate is a critical contributor to delivering a seamless, high-touch client experience. · Serve as the connector between Financial Advisors and Operations. · Work directly with clients to gather required data and documentation. · ...

The Compliance Officer is responsible for independently running daily compliance operations for a registered investment advisor. This role will report to the Chief Compliance Officer and work closely with the Chief Operations Officer. · Key Responsibilities:Review and disposition ...

The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. · Prepares and updates financ ...

We provide a welcoming environment where everyone is recognized as an individual with unique needs. · As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. · ...

This is an exciting opportunity to join a respected · and growing firm in the financial services industry. We seek a collaborative, · creative professional eager to play a key role in our firm's ongoing growth · and evolution.The Marketing Manager will oversee creating and imple ...

LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX and Waco, TX. · ...