Lead Financial Advisor

Location: Pittsfield, MA: Full time, Hybrid

(Must be able to commute several days each week to Pittsfield, MA)

Compensation: $150,000 - $170,000 (salary + projected incentive compensation)

We are a holistic financial services firm based in southern New England offering a wide range of financial planning solutions. We are looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept. The firm’s culture is steeped in core values that are integral to its success.

We are looking for a Lead Advisor to join our office in Pittsfield, MA. As the Lead Advisor, you will lead client meetings to understand each client’s individual goals and needs, create and implement holistic financial plans to meet them, and create lasting client relationships for an elevated client service experience. You will drive client retention and acquisition and take end-to-end ownership of the financial planning and relationship management process.

Some of the top qualities that we seek in new team members include:

A sincere commitment to both client and team success
A personal interest in continuous education and new planning concepts in the wealth management industry
Reliability, integrity, and a proven record of strong client relationship-building
Exceptional communication skills, both written and verbal

As a Lead Advisor, you will be responsible for the following:

Acquiring new clients through referrals by providing superior client service, by acting as an ambassador of the firm to the community, and by participating in firm sponsored community outreach events
Defining and executing business development and client acquisition targets
Leading client meetings to assess their financial goals and taking the time to build deep, lasting relationships with each client
Creating holistic financial plans which combine cash flow analysis, investment management, insurance, retirement, tax, and estate planning
Implementing existing investment strategies and providing input while utilizing the firm’s investment philosophy to monitor portfolios
Contributing to the team's success by providing support, assistance, and expertise. This involves working collaboratively with others, sharing knowledge, and helping to solve problems.

Qualifications for this role include:

Bachelor’s degree
8+ years’ experience as a Financial Advisor in a planning capacity
Series 65 license
CFP Designation, or willingness to work toward obtaining one as soon as possible, paid for by the firm
Excellent relationship building and communication skills
A track record of successful business development and client acquisition
Experience in working with financial planning software (experience with eMoney or MoneyGuidePro a plus)
Experience with a CRM system (Wealthbox experience a plus)
Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order
Willingness to act as an ambassador for the firm to our clients as well as others in the local community

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Transcend PM jobs

Senior Financial Advisor