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Lead Advisor to act as a strategic partner and project manager, supporting senior advisors and delivering exceptional client experiences for an Emerging RIA Firm.
Job Responsibility:
Act as a high-level project manager for client cases, managing tasks and timelines
Build tailored financial plans and investment strategies using planning software
Join client meetings, take notes, and follow up on action items
Manage client communication and onboarding processes
Prepare investment reviews, insurance proposals, and financial recommendations
Oversee CRM data, client paperwork, and operational workflows
Requirements:
3–6+ years of experience in wealth management, financial planning, or investment strategy
Strong client relationship management skills
Proficiency with Schwab and Orion preferred
familiarity with eMoney, Redtail, and AssetMark a plus
Bachelor’s degree
Series 7, 66, 65, CFP®, or ChFC® preferred but not required
Excellent analytical, organizational, and communication skills
Tech-savvy, detail-oriented, and proactive
Nice to have:
Proficiency with Schwab and Orion
familiarity with eMoney, Redtail, and AssetMark
Series 7, 66, 65, CFP®, or ChFC®
What we offer:
Company-sponsored FINRA exams and CFP® support
Access to top jobs, competitive compensation and benefits, and free online training
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance