Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms.
Our client, a top RIA, is in search of a Financial Planning Associate. This role is crucial in providing financial planning to clients. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, the ability to be agile and adaptive to each client’s situation, and a strong understanding of technology platforms.
Duties and Responsibilities:
1. Provide financial planning to clients:
- Interpret data from automated data gathering software and build financial plans from it.
- Build client relationships from initial onboarding through ongoing reviews
2. Enhance the client experience:
- Collaborate closely with team members to understand current workflows and processes and build best practices.
3. Support the department with admin and back-office responsibilities
Education and Experience:
Preferred >7 years of experience.
Proven experience in client relations, financial planning or similar roles.
Strong project management skills with a track record of successful project delivery.
Excellent interpersonal abilities and grit to collaborate with cross-functional teams.
Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools.
Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions.
Desired Qualifications:
Experience with Money Guide, Practifi or Salesforce.
Hold series 7/63 or 7/63/65 or 7/66 and insurance license.
CFP certification is a plus.
Location / ScheduleDallas
Office hours are 8am-5pm Monday-Friday with the option to work from home on Fridays.
Occasional evening/weekend hours may be requested.
- Benefits401(k) matching
- Dental Insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance