Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm.

Financial Advisor

Our client is a planning-driven, culture-rich registered investment advisor (RIA).

Our client, centralizes operations, trading, investment selection, compliance, client service, marketing, and lead generation so that our financial advisors can focus on what they love to do—solving the sophisticated needs of our high-net-worth clients. As a Financial Advisor, you’ll play a critical role in developing business, engaging clients, and delivering superior client experience. You’ll operate in a supportive environment that values your input and autonomy.

Responsibilities:

• Provide comprehensive financial planning to clients.
• Develop new HNW client relationships and expand current relationships.

Qualifications

• CFP certification or to be on the CFP-track soon.
• 2+ years of experience as a financial advisor
• Track record of business development.
• Must love animals.

Offer:

• Competitive salary and benefits package, including 100% paid health care and a 401k match.
• Unlimited paid time off to maintain a healthy work-life balance.
• Best-in-class employment onboarding and training.
• Opportunities for professional growth and advancement.
• A dynamic and supportive work environment where your contributions are valued.
• If you have a book of business, we can negotiate your buyout.

Must be able to commute to office.