Our client, a well established Wealth Management firm, with over 20 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, and strong organizational skills. In return, you will find this position offers flexibility, a team atmosphere, and opportunities for knowledge-based growth.

Responsibilities:

• Serves as primary client-facing point of contact on behalf of firm
• Focuses on complete client care and delivering on promises made to client
• Directly responsible for client satisfaction with firm and retention of client accounts
• Manages and supervises formulation and implementation of risk and investment strategies consistent with comprehensive financial plan prepared for each client individually
• Increase assets under management from assigned client base
• Develop new revenue opportunities to service existing clients more effectively
• Connect with and develop relationships with existing client's next generation
• Build Loyal Client Advocates and producing new clients through those relationships
• Publicly represents the firm's strategic brand
• Participates in and contributes to firm leadership
• Maintains familiarity with industry and economic trends 
• Maintains knowledge of and shows ability to apply compliance standards
• Works collegially and productively with clients, peers and other team members

Requirements:

• Minimum of 5 years of financial planning experience
• History of clean compliance record
• Excellent communication and problem-solving skills
• Securities (6 & 63) and life & health insurance licenses
• Ability to work with a close-knit team

Preferred:

• Existing client base that can be merged with current business
• CFP® designation
• Series 65 and 7 licenses

Compensation: 100k Base Salary of $80k plus commission opportunity as well as full benefits package