Job Details
Lead Advisor, LLC is a consulting and search firm focused on the Wealth Management community.
This role is for one of our clients in Fairfield County.
Our client, an award-winning wealth management and planning practice in Westport, is hiring a lead financial advisor to continue to deliver first class service to their clients. The primary responsibility of the lead financial advisor is to attract new clients to the practice and assist them in their comprehensive planning needs.
The ideal candidate should have extensive experience as a client facing financial advisor and a passion for the planning process. They will be a process-driven, detailed-oriented, highly structured individual who thrives in a high-performance culture focused on personal and professional development.
Responsibilities (but not limited to):
~The primary focus of this role is to master the planning, investment, and communication philosophies of the practice using proprietary methods, processes, and procedures.
~Work with a small, existing client segment to update financial plans and recommendations, ensure a first-class experience, and foster referrals and introductions.
~Within the first 9 months, the advisor will be expected to drive business development efforts utilizing their own network and creativity to attract new clients to the practice.
~ Supported by a world-class operations and planning team, the role will lead client strategies and planning and be the primary point of contact for clients within the practice.
Qualifications:
Bachelor s Degree
3+ years of client facing, prospecting and financial planning experience with a:
- Series 7 and 66
- LAH insurance license
- CFP designation
Must enjoy and be able to network and build meaningful relationships with executives, COIs, business owners and high-net worth individuals.
To succeed at this practice, these qualities are vital:
o Sense of urgency o Go-getter
o High, client-centric standards
o Hard-wired to overdeliver
o Revenue generator; motivated to succeed by adding-value to the firm
o Detail-oriented
o Takes pride in job well done
o Prepared
o Process orientated
o Proven track record of success with client generation and retention