Client-Centric Financial Planning Support Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-18
Listing for:
Kestra PWS
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Life Bridge Financial Group in Houston provides independent financial planning and investment management. The Support Advisor role partners with the Lead Advisor to maximize efficiency, handle client inquiries, and ensure regulatory compliance across daily operations.
Ideal candidates hold FINRA licenses (Series 7/65/63 or 66) and have 2–5 years in financial services, with proficiency in Albridge, eMoney, Envestnet and Microsoft Office.
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