Lead Advisor

Lead-Advisor • Full-time • Rockville, Maryland, United States • from $150k / year • 3m ago

Financial Advisor

The right candidate should have experience as a client facing advisor and have a passion for the planning process. The primary responsibility of the Lead Advisor is to continue to provide dynamic planning to existing clients, conduct client reviews and collaborate with team members to execute an unmatched client experience.

Responsibilities (but not limited to):

· Serve as the Primary Relationship Manager on a subset of existing clients.

· Conduct reviews for a client segment to ensure their investment, advanced planning and insurance strategies are connected to their updated goals. In addition, identify any new planning opportunities.

· Gain referrals and introductions from existing clients to new potential clients or next generation clients.

· Work with the investment, planning and operations team to collaborate on analysis, recommendations and service items.

Qualifications:

· Bachelors Degree

· 5+ years of financial planning experience

· Series 7 and 66 and LAH insurance license

· Must have a desire to: Network and build meaning relationships with executives, business ownership and high potential professionals

· Be a confident and an effective communicator

· Be coachable

· Want to influence a rapidly growing wealth management firm

Key Characteristics:

· Strong ability to cultivate, produce, and maintain relationships.