Lead Wealth Advisor

Lead Wealth AdvisorAbout the CompanyJoin a well-regarded wealth management firm dedicated to providing exceptional service to high-net-worth clients.IndustryInvestment ManagementTypePrivately HeldAbout the RoleWe are seeking a Lead Wealth Advisor to join our dynamic team. The ideal candidate will have a proven track record of establishing, nurturing, and sustaining relationships with high-net-worth individuals and their families. This role involves articulating our firm's value proposition as an investment manager and proactively fostering long-term client relationships focused on delivering results.The Lead Wealth Advisor will serve as the primary contact for high-net-worth clients, actively engage in business development strategies, and contribute valuable insights to the firm's investment committee. Responsibilities will also include conducting in-depth discussions on financial planning, estate, tax, and retirement strategies, ensuring comprehensive documentation and fulfillment of client needs.Applicants should possess a minimum of 5 years of experience in investment consulting, management firms, family offices, or registered investment advisors (RIA). A bachelor's degree is required, with an advanced degree preferred. Professional designations such as CFP or CFA are highly regarded.We are looking for a candidate with a strong business development history, proficiency in CRM and financial planning software, and experience with portfolio accounting tools. The ideal candidate is organized, detail-oriented, and capable of managing multiple responsibilities in a fast-paced environment. As a Lead Wealth Advisor, you will work with a dedicated client support team to deliver an outstanding client experience and implement effective investment strategies and recommendations.Travel PercentLess than 10%FunctionsFinanceOperations