Support Advisor - Lifebridge Financial Group

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

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

Qualifications

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.