Lead Wealth Advisor

Lead Wealth Advisor

About the Company

An expanding registered investment advisor (RIA) focused on providing exceptional financial services.

Industry

Financial Services

Type

Privately Held

About the Role

We are looking for a dedicated Lead Wealth Advisor to play a pivotal role in managing and enhancing relationships with high-net-worth clients. This exciting opportunity involves creating and presenting personalized financial plans and investment strategies while providing an unparalleled client experience. You will also mentor Associate Advisors and Client Service Associates, contributing significantly to our business development and marketing initiatives.

The ideal candidate will possess a Bachelor's degree (an advanced degree is a plus) along with a CFP® certification, which is strongly preferred. A minimum of eight years of experience in wealth management, investment consulting, or within a family office / RIA environment is required, with at least two years in a client relationship leadership role.

If you are skilled at assisting clients in navigating intricate financial decisions and skilled at legacy building, this role is for you. We are searching for someone with a proven track record in client service, financial planning, and investment strategies who is also tech-savvy with experience using CRM systems, financial planning, and portfolio management software. Strong organizational skills and the ability to balance multiple priorities in a dynamic environment are essential. At our company, we prioritize partnership, innovation, and a client-first approach. This position provides the chance to collaborate with an engaged team in a rapidly growing firm, where your contributions will be recognized and rewarding.

Travel Percent

Less than 10%

Functions

• Finance