Senior Wealth Advisor & Client Strategy Leader
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Kestra Financial, Inc. in Reston, VA, seeks a seasoned wealth advisory leader to own client relationships, drive retention and referrals, and guide investment strategy for high-net-worth clients. This role centers on delivering comprehensive financial plans with empathy and a client-first mindset.
You will lead the advisory support team, oversee planning execution, and ensure high-quality investment guidance. Travel to Richmond for events as needed; CFP or equivalent licenses required.
This is a genuine opportunity to take on the Senior Wealth Advisor & Client Strategy Leader role at Blue spring Wealth Partners.
The following opening is for a Senior Wealth Advisor & Client Strategy Leader with Blue spring Wealth Partners.
Our team is growing, and we are hiring a Senior Wealth Advisor & Client Strategy Leader in Reston, VA, United States.
This opening is for the Senior Wealth Advisor & Client Strategy Leader role at Blue spring Wealth Partners.
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