The primary responsibility of a Lead Advisor is client retention and reviewing / presenting client related financial plan and investment recommendations with existing clients without supervision.
They spend 80% of their time with existing on-going client relationships. Typically, they do not spend over 20% of their time developing new client relationships, but they do attend and / or close prospective clients who are referred to the company or generated by Senior Advisors.
Primary Duties :
- Conducts all on-going client meetings once prospect transitions to a client.
- Solves complicated financial planning, estate, tax, and retirement issues.
- Monitor lead flow, contact, and follow up.
- Serves on investment management committee or helps determine firm investment strategies for clients.
- Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
- Participates and coordinates marketing efforts for the Senior Advisors.
- Manages all Associate Advisors under their supervision.
- Facilities all onboarding work for new clients.
- Coach and mentor Associate Advisors.
- Assist Marketing with content and content creation.
- Monitor Opportunities within each client’s portfolio.
- Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.
- Hold Associate Advisor’s accountable.
- Assist Associate Advisor with managing Bookings calendars for the entire team.
Requirements :
- A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required.
- 5 years experience in financial planning, investment management, or a related field.
Key Benefits
- Generous continuing education support
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% Company 401k match, 100% vested
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