Support Advisor - Lifebridge Financial Group

2323 S Shepherd Dr, Houston, TX 77019, USA

Posted Monday, March 10, 2025 at 6:00 AM

Life Bridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX and Waco, TX. We believe that financial success is deeply rooted in trust, transparency, and collaboration. Through personalized interactions and tailored solutions, we aim to exceed expectations, anticipating needs and navigating complexities with precision.

The Support Advisor reports to Executive Management. Your role will be critical in leveraging the Lead Advisors’ time as efficiently as possible, ensuring adherence to regulatory and compliance policies.

• Attends client meetings and takes extensive notes
• Analyzes client information, prepares reports and presentations, and manages reports in the portfolio management system (Albridge)
• Answers basic investment and financial planning questions for clients
• Enter information into financial planning software (eMoney) and prepares draft plans
• Analyzes asset allocation and generates rebalancing trades
• Research products, investment managers, services, and pricing; contacts carriers for information
• Creates custom reports for analyzing purchase decisions or planning scenarios
• Interfaces with the broker‑dealer or custodian to obtain information or account data and convey service requests
• Maintains information related to duties in CRM
• Forward complaints to the compliance department and maintain records for auditing
• Maintain detailed records, communicate effectively with teams, and address compliance risks analytically
• Assist clients with online access
• Other duties as assigned by Executive Management

• Overall client satisfaction, both prompted and unsolicited
• Positive feedback from Lead advisor and staff interactions
• Accuracy and timeliness of paperwork and projects
• Ability to utilize available resources
• Implementation of projects on time

• Ability to build relationships with clients and internal partners
• Excellent communication skills (verbal and written)
• Able to work independently and effectively manage multiple tasks at once
• Advanced computer skills: high proficiency with Excel is essential
• Understanding of investment products and portfolio construction
• Experience/knowledge of building financial plans

• 3-7 years in a similar role and 5-10 years of financial services industry experience required

• Series 7 and Series 66 licenses are required

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sitting and utilizing a computer for long periods of time.
• Ability to travel to and from work unassisted.
• Able to lift up to 50 pounds.

Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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).

• You acknowledge that if hired, Blue spring Wealth Partners 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 Blue spring Wealth Partners 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. Blue spring Wealth Partners prohibits any such discrimination or harassment.

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.