What are the responsibilities and job description for the Financial Planning Associate - Bluespring Wealth Partners - Hughes Financial Services position at Bluespring Wealth Partners?
Hughes Financial Services, LLC Background:
Founded in 2009, Hughes Financial Services, LLC, is an Independent Registered Investment Advisor (RIA) that works closely with individuals and families who are seeking trusted, expert advice in all areas of their financial lives. As a fee-only firm, we adhere to the highest fiduciary standards and provide clients with comprehensive advice that is truly unbiased and has only their best interest in mind. We strive to keep our clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams.
Our office is located in Herndon, VA. Preference will be given to candidates who have completed CFP® coursework by their respective graduation date.
Position Details:
As our firm continues its fast-paced growth, we are looking for a diligent and passionate individual to join our team. Candidates for the position must be able to handle a variety of tasks simultaneously and display exceptional communication skills with the entire team as we work together to serve our clients.
Responsibilities:
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).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
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.
Founded in 2009, Hughes Financial Services, LLC, is an Independent Registered Investment Advisor (RIA) that works closely with individuals and families who are seeking trusted, expert advice in all areas of their financial lives. As a fee-only firm, we adhere to the highest fiduciary standards and provide clients with comprehensive advice that is truly unbiased and has only their best interest in mind. We strive to keep our clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams.
Our office is located in Herndon, VA. Preference will be given to candidates who have completed CFP® coursework by their respective graduation date.
Position Details:
As our firm continues its fast-paced growth, we are looking for a diligent and passionate individual to join our team. Candidates for the position must be able to handle a variety of tasks simultaneously and display exceptional communication skills with the entire team as we work together to serve our clients.
Responsibilities:
- Obtaining Client information as directed
- Analyzing and evaluating client information
- Assisting in the development of financial plans and recommendations in all areas of Financial Planning
- Monitoring the status of current financial plans and preparing materials for on-going reviews with clients
- Becoming familiar with a variety of software applications, including Schwab's Advisor Center, Money Advisor, Black Diamond, Holistiplan, and Salesforce
- Providing technical support to clients utilizing the client portal (Money & Schwab Alliance)
- Clear Career Track & Career Advancement Opportunities
- An organization with a "team focus" in serving clients, and an opportunity for young advisors to get early, hands-on experience with clients, with no pressure to "sell"
- A company culture centered around continuous learning and individual development
- All costs covered for career-focused additional education, designations (CFP®, CFA, CPWA®, etc.)
- Join a close-knit organization where everyone's voice and opinion matter
- If you'd like to be a part of a team dedicated to working together to serve and create something bigger than themselves
- An emphasis on work/life balance:- Hybrid work environment, with remote opportunities- 20 Vacation days/year, and reduced summer hours (every other Friday off)
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).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring 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 Bluespring 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. Bluespring 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.