Job Summary
Our client is seeking a highly driven, competitive, and autonomous Lead Advisor who thrives on challenge and big goals. In this role, you will deliver personalized, strategic advice to high-net-worth clients while playing a key part in advancing the firm’s advisory team and overall growth.

Responsibilities
Client Management:
Build and maintain strong client relationships, providing tailored financial solutions with professionalism and focus on helping clients reach their goals.
Strategic Planning: Develop comprehensive financial plans and investment strategies using the latest market insights.

Leadership:
Mentor and lead advisors, fostering a culture of innovation, collaboration, and excellence.

Business Development:
Identify and pursue new business opportunities to expand the firm’s client base and assets under management.

Problem Solving:
Demonstrate strong reasoning, comfort with risk, and ability to make decisions with incomplete information.

High-Performance Environment:
Excel at multitasking and operating under deadlines in a dynamic environment.

Thought Leadership:
Stay ahead of industry trends and share insights with clients and colleagues.

Compliance:
Ensure all interactions and plans meet regulatory standards and firm policies.

Qualifications

Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFP preferred.
7+ years in wealth management or financial advisory with proven success.
Innovative, proactive, strategic thinker, natural leader.
Strong client service, analytical rigor, communication excellence, and attention to detail.
Series 7, 63, 65, or 66 preferred

You Get:

Competitive salary + Bonus & Incentives
Opportunities for ongoing development and advancement.
A workplace that values creativity and bold ideas.
Health, dental, vision, 401(k), generous PTO.
Influence clients’ financial futures and contribute to firm growth.

Our client is an equal opportunity employer committed to an inclusive environment.

Wealth Management Advisor (JKSQ226)