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Lead Advisor I CFP

Job Summary

The Lead Advisor serves as the primary relationship manager for a segment of our clients; crafting and managing financial plans while supporting business development. This role involves functioning as a team member, collaborating with internal departments, and ensuring exceptional client service. 

Key Responsibilities

  • Client Management: Serve as the primary point of contact for assigned clients, conducting regular reviews and delivering tailored financial plans.
  • Team Collaboration and Leadership: Mentor other advisors and associates, review their work, and foster a collaborative team environment.
  • Business Development: Identify and onboard new ideal clients through networking, referrals, and firm initiatives. Maintain a pipeline of prospects to contribute to firm growth.  This is primarily a planning role.   There is an expectation to recognize the needs of the business to grow, but the role is not a sales role.
  • Compliance and Reporting: Ensure adherence to all regulatory requirements and track key performance metrics, including revenue goals and client satisfaction.

Ideal Candidate Profile

  • Education: Bachelor’s degree in finance, business, or a related field.
  • Experience: 5+ years in a client-facing financial advisory role with a track record of success.
  • Certifications: CFP® designation required.
  • Skills: Strong interpersonal communication, business development expertise, and leadership abilities.