Lead Financial Advisor
📋 Role Overview & Responsibilities
Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing
Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to grow with them in their fast-paced environment. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, be systems-oriented and have strong organizational skills. In return, you will find this position offers flexibility, a collaborative team atmosphere, and opportunities for personal and professional growth.
Responsibilities
Serves as primary client-facing point of contact on behalf of the firm for a newly acquired book of businessFocuses on complete client care and delivering on promises made to the clientDirectly responsible for client satisfaction with firm and retention of client accountsManages and supervises formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individuallyIncrease assets under management from an assigned client baseDevelop new revenue opportunities to service existing clients more effectivelyBuild Loyal Client Advocates and produce new clients through those relationshipsPublicly represents the firm’s strategic brandParticipates in and contributes to firm leadershipMaintains familiarity with the industry and economic trendsMaintains knowledge of and shows the ability to apply compliance standardsWorks collegially and productively with clients, peers, and other team members
Requirements
Minimum of 5 years of financial planning experience (with Insurance and Investments)Clean compliance recordExcellent communication and problem-solving skillsSecurities (6 & 63 or 7) and life & health insurance licensesAbility to work with a close-knit teamCFP® designation (preferred)
Compensation$100-135K base salary plus motivating commissions in addition to benefits and profit sharing
Frequently Asked Questions
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This position is located in San Diego, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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