Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at
Financial Advisor
As a Financial Advisor, you will be working with the team in providing an exceptional client experience.
Responsibilities include:
· Building long-lasting relationships, offering guidance, and providing solutions to help clients meet their financial goals and objectives
· Developing a thorough understanding of each client's financial situation to create and maintain customized investment strategies
· Maintaining and growing your own book of business
· Staying current with significant changes or developments within the financial services industry
· Effectively managing change and adapting to a changing environment
Preferred Qualifications:
· Bachelor’s degree
· FINRA Series 7, 66, or 65 and 63 licenses
· Willingness to obtain or have CFP and / or other industry recognized designations
· Strong interpersonal and networking skills
· A minimum of 3 years of client facing experience
· Ability to develop lasting and meaningful relationships
· Maintain an in-depth understanding of compliance, regulatory and departmental policies and procedures
· Excellent verbal and written communication skills
· Self-motivated to learn and improve
Financial Advisor Benefits Working with us:
· Over 40 years of financial industry experience
· Salary not commission position
· Sponsorship of your Licensing/Designations
· Referrals not cold calling providing growth opportunity
· Daytime Appointments / No Weekends
· Competitive benefits package
Location: 5x a week in Westerly office
Salary: 125-150k