Financial 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. Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual clients. We are seeking a Financial Advisor with planning and investment management experience who is also willing to learn and assist with tax preparation during tax season. What you'll

Do:

Carry out planning, analysis, investment and other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed Prepare, review, and update financial plans, including working with clients to obtain the necessary information and ensure that it is accurately reflected in the plan Prepare client tax returns and tax estimates Coordinate the transfer of client assets to the firm during new client onboarding, working closely with the operations team Develop asset allocation strategies and work with the Lead Advisor or on her/his own to implement the strategy Rebalance portfolios as needed or as directed by the Lead Advisor working with the client Participate in client meetings and add value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information Create custom worksheets and analysis where needed to answer client questions or research investment opportunities Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks Perform occasional administrative duties as needed to support small office, including preparing paperwork, placing trades, executing fund transfers, etc. Train entry-level positions as needed Grow existing client relationships by adding more assets under management, identifying opportunities for additional services and seeking referrals

What You Bring:

Bachelor's Degree required Series 65 license required CFP certification (or currently pursuing) preferred Minimum 3 years' experience in financial planning / wealth management field Experience using Fidelity Wealthscape or other custodial advisor platform preferred Excellent verbal and written communication skills Works well within a small team setting Basic tax or accounting knowledge is a plus

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide) 401(k), health insurance, and a competitive benefits package Work in a supportive, collaborative environment committed to professional excellence Help clients navigate meaningful financial decisions with confidence Opportunities for training, development, and long-term growth within the firm Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at

Kestra Kestra Holdings Website:

https://www.kestrafinancial.com/

Careers Portal:

https://jobs.dayforcehcm.com/en-

US/kestra/KESTRACAREERSITE LinkedIn:

https://www.linkedin.com/company/kestra-financial Apply Today Lead with purpose. Apply now and help shape the future of Kestra. 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.