Lead Wealth Advisor

Lead Wealth Advisor

About the Company

Premier wealth & financial services firm

Industry

Financial Services

Type

Privately Held

About the Role

The Company is seeking a Lead Wealth Advisor to join their team. The successful candidate will be responsible for serving as a trusted financial partner to an elite client base, providing sophisticated and personalized financial strategies. This role involves guiding clients through complex financial decisions, staying current on economic trends and investment strategies, and delivering comprehensive, customized wealth plans. The Lead Wealth Advisor will also be expected to proactively deepen client relationships, identify new opportunities, and handle sensitive situations with empathy and professionalism.

Applicants for the Lead Wealth Advisor position at the company should have a Bachelor’s degree, with an MBA, CFA, or CFP highly preferred, and at least 5 years of experience in investment advisory or wealth management, particularly with high-net-worth or UHNW clients. The role requires a deep knowledge of investment markets, financial planning, and complex wealth strategies, as well as strong communication, presentation, and client-facing skills. A collaborative mindset, high level of personal initiative, and integrity are essential. The ideal candidate will have a proven ability to interpret client needs and deliver tailored, effective solutions, and will be part of a deeply collaborative culture that values initiative, creativity, and new ideas.

Travel Percent

Less than 10%

Functions

• Finance