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Are you passionate about guiding individuals and families through meaningful financial decisions? Join a values‑driven wealth advisory firm committed to simplifying the complex, earning trust, and delivering exceptional service with care and clarity. We’re seeking an experienced Lead Planner to lead client relationships, provide holistic financial guidance, and mentor Associate Wealth Architects. This role is ideal for a experienced advisor who thrives on making a genuine impact while contributing to a collaborative, mission‑aligned team.
Job Responsibility:
Serve as the primary advisor for a portfolio of client relationships
Deepen client trust through ongoing communication, planning updates, and proactive guidance
Lead the completion and review of financial planning materials, including balance sheets, strategic plans, financial plans, cash‑flow analyses, estate and account maps, and investment reporting
Deliver comprehensive financial advice across investment management, tax and estate considerations, risk management, liabilities, family planning needs, and long‑term wealth strategies
Requirements:
Bachelor’s degree in business, finance, accounting, economics, or related discipline