Lead Wealth Management Advisor

Lead Wealth Management AdvisorAbout the CompanyOur company is a highly respected independent wealth management firm dedicated to providing exceptional financial services.IndustryFinancial ServicesTypePrivately HeldAbout the RoleWe are looking for a dynamic and experienced Lead Wealth Management Advisor to become an integral part of our team. In this crucial role, you will be the primary point of contact for a select group of high net worth clients, guiding them in all aspects of their financial planning needs. You will leverage your expertise in cash flow management, investment strategies, insurance options, tax management, retirement planning, and estate planning to craft holistic financial plans that align with our clients' goals.The Lead Wealth Management Advisor will not only ensure client satisfaction and retention but will also identify new opportunities within the current client base to grow the firm's assets. You will be viewed as the go-to expert for financial inquiries and advice.To succeed in this role, candidates must have a minimum of 5 years of experience in a client-facing capacity with high-net-worth individuals, possess a Bachelor's degree, and hold a Series 65 license. Additional certifications such as CFP, CFA, or an MBA are preferred, alongside proven skills in business development.The ideal candidate is highly organized, detail-oriented, and excels at multitasking. Familiarity with CRM systems, financial planning software, and portfolio accounting tools is essential. We value a client-first mentality and seek an individual passionate about building strong relationships grounded in trust and integrity.Travel PercentLess than 10%FunctionsFinance