Lead Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with the Managing Director/Business Development Officer to assist in identifying new business development opportunities by participating in prospective client meetings and custodian-partner events.

• Formulate strategies aimed at delivering an exceptional client experience and fostering practice growth through referrals and increased funding from current clients.

• Create tailored investment proposals alongside the Business Development Officer and effectively communicate these proposals to clients.

• Offer financial planning guidance utilizing the eMoney financial planning platform and other technological resources.

• Deliver comprehensive wealth management services to high-net-worth individuals.

• Provide investment advisory services, including recommendations for asset allocation and investment solutions.

• Conduct regular reviews of client portfolios and maintain proactive communication with clients.

• Cultivate and oversee client relationships, encompassing investment advisory, financial planning, and estate and tax planning.

⛳️ Requirements

• A bachelor’s degree is mandatory from an accredited college or university, preferably with a focus on finance or economics.

• A minimum of 5 years of experience in the financial services sector, specifically in wealth advisory client service.

• Insight, judgment, and experience in financial planning and wealth management.

• Capability to thrive in a team-oriented environment.

• Impeccable ethical standards and a strong work ethic are essential.

• Excellent oral and written communication abilities.

• Strong skills in presentations.

• Proven capacity to set priorities and achieve goals.

• Proficiency in the Microsoft operating system.

• Proficiency in the eMoney financial planning platform.

• Proficiency in the Salesforce CRM platform.

• Series 65 or 66 certification is required unless waived by CFP or CFA.

🏝️ Benefits

• Competitive Pay

• Medical, Dental, and Vision Insurance (starting day 1)

• Life and Disability Insurance

• Health Savings Account with a Company Match

• Flexible Spending Accounts including Dependent Care

• Wellness Program

• Tuition Reimbursement

• 24-Hour Employee Assistance Program

• Adoption Assistance

• Paid Family Care Time

• Paid Volunteer days