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As a Lead Advisor, you’ll play a key role in supporting senior advisors and managing client relationships. This position requires strong financial planning knowledge, excellent communication skills, and the ability to thrive in a dynamic environment. You’ll act as a strategic partner, manage projects, and help deliver tailored financial plans and investment strategies.
Job Responsibility:
Serve as a high-level project manager and client liaison
Build customized financial plans and investment strategies
Participate in client meetings and manage follow-up actions
Oversee client onboarding and strengthen relationships
Manage CRM, client communications, and operational workflow
Requirements:
3–6+ years in wealth management with experience in financial planning and client strategy
Familiarity with Schwab and Orion preferred
eMoney, Redtail, AssetMark experience a plus
Bachelor’s degree required
CFP®, ChFC®, or similar credentials preferred
Strong analytical, critical thinking, and communication skills
Tech-savvy and detail-oriented with a proactive mindset
Nice to have:
Familiarity with Schwab and Orion
eMoney, Redtail, AssetMark experience
What we offer:
medical, vision, dental, and life and disability insurance