Lead Advisor - Remote

Overview

The Lead Advisor plays a crucial role in supporting senior advisors and managing client relationships within a client-focused wealth management firm.

In Short

• Serve as a primary point of contact for clients, ensuring satisfaction.
• Assist in developing and executing customized financial plans.
• Conduct research and analysis on investment strategies.
• Monitor portfolio allocations and coordinate with operations teams.
• Maintain compliance with industry regulations.
• Collaborate with team members to deliver holistic financial solutions.
• Support marketing and business development initiatives.
• Prepare and deliver client presentations and financial plans.
• Stay updated on financial regulations and best practices.
• Foster trust and long-term relationships with clients.

Requirements

• Bachelor’s degree in Finance, Economics, or related field.
• 2–4 years of experience in financial planning or wealth management.
• Strong knowledge of financial planning principles.
• Excellent verbal and written communication skills.
• Highly organized and detail-oriented.
• Proficiency in financial planning software and CRM tools.
• Analytical mindset for interpreting financial data.
• Willingness to obtain Series 7 and Series 66 licenses.
• Preferred certifications: CFP, CFA, or equivalent.

Benefits

• Opportunity for career advancement into a senior advisory role.
• Collaborative work environment with experienced professionals.
• Comprehensive training and development programs.
• Access to a wide range of financial resources and tools.
• Engagement in client-focused initiatives and events.