Financial Advisory - Support Advisor
Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX, Cypress, TX, Waco, TX, and Irving, TX. We exceed expectations through personalized solutions, proactive insight, and precise navigation of complex needs.
The Support Advisor reports to the Location Lead Advisor and plays a critical role in maximizing the Lead Advisor’s efficiency. This position supports daily operations while ensuring all activities adhere to established regulatory and compliance requirements.
What you’ll Do:
Attend client meetings and take extensive notes
Analyze client information, prepare reports and presentations, and manage reports in
portfolio management systems such as Albridge, eMoney, and Envestnet
Answer basic investment and financial planning questions for clients
Enter information into financial planning software (eMoney) and prepare draft plans
Analyze asset allocation and generate rebalancing trades
Research products, investment managers, services, and pricing; contact carriers for
information
Create custom reports for analyzing purchase decisions or planning scenarios
Interface with the broker-dealer or custodian to obtain information or account data and
convey service requests
Maintain 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 the Lead Advisor(s)
What You Bring:
Series 7, Series 65 and Series 63 or Series 66, required
2-5 years in a similar role and minimum of 3 years’ financial services industry experience is required
Undergraduate degree preferred
Strong verbal and written communication skills; positive, professional phone presence.
Excellent attention to detail and ability to manage multiple priorities effectively.
Understanding of investment products and portfolio construction
Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).
A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs.
Client-first attitude and commitment to delivering exceptional service.