WebThe Advisor prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and executes trades. This role is responsible for delivering … WebDavid Canter is widely known across the RIA industry. As President of Bluespring Wealth Partners, David is focused on positioning our organization as one of the premier …
Bluespring Wealth Partners hiring Service Advisor in ... - LinkedIn
WebBluespring Wealth Partners Roseville, CA Full-Time Job Description Capital Planning Advisors, a subsidiary of Bluespring Wealth Partners, is looking for a Relationship Manager to join their team! We are a RIA in Northern California managing over $1 billion of investments for our clients. WebThe Advisor works with existing client relationships under the supervision of the Managing Director. The Advisor prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and executes trades. This role is responsible for delivering excellent customer service to retain and grow customer relationships. star wars heavy cruiser
Bluespring Wealth Partners Acquires $850+ Million …
WebDec 20, 2024 · Bluespring Wealth Partners, a unit of wealth management firm Kestra that specializes in advisor acquisitions, is closing out 2024 with its ninth M&A deal of the … WebDec 9, 2024 · Bluespring Wealth Partners Deepens West Coast Presence with Acquisition of $1.1+ Billion Capital Planning Advisors A household name in the Sacramento region, Capital Planning Advisors... WebJul 17, 2024 · AUSTIN, Texas--Kestra Financial, Inc. (Kestra Financial) today announced the launch of Bluespring Wealth Partners (Bluespring Wealth), a new business focused … star wars heavy fleece blanket