Financial Advisory Lead Advisor

Lead with Purpose. Partner with Impact. AtU.S. Financial Services the Lead Advisoris responsible formanaging and strengthening client relationships delivering financial planning and investment advice andactively developing new business for the role serves as the primary advisor for assigned client relationships andis expected to build a pipeline of qualified prospects convert opportunities into client relationships and expand existing client relationships through thoughtful planning asset consolidation and referrals. The Lead Advisorworks collaboratively with service advisors associate advisors operations and investment resourcesto provide a seamless client experiencewhiletaking direct ownership of relationshipgrowthand new business :To perform this job successfully the individual must be able to perform each essential duty satisfactorily. Responsibilities include but are not limited to:Client Relationship ManagementServe as the primary point of contact for assigned client relationships andmaintain strong trusted relationships over timePrepare for and conduct client meetings including discovery planning review onboarding and follow-up conversationsUnderstand each clients unique circumstances needs goals and priorities and translate those needs into clear planning and service actionsDocument client interactions meeting notes recommendations and follow-up items in CRMProactivelydeepen client relationshipsconsolidateoutside assetsask forreferrals whereappropriate andidentify new business opportunities that contribute to measurable firm growthDevelop andmaintaina consistent prospecting pipeline including prospective clients centers of influence referrals and other business development opportunities aligned with the firms growthobjectiveFinancial Planning and AdvisorGather client information review planning assumptions and deliver financial planning recommendations aligned with clientobjectiveCoordinate financial planning investment management insurance estate tax and other advisory considerations withappropriate internal and external professionalsPresent financial plans planning updates investment recommendations and client meeting materialsResearch planning and investment issues and communicate recommendations clearly and professionallyMonitor and update client plans and portfolios based on changing circumstances life events and firm guidancePortfolio and Implementation SupportWork with investment and operations teams to implement approved investment recommendations trades account openings transfers and rebalancing activitiesEnsure client onboarding and transition activities are completed accurately efficiently andin accordance with firm processesReview client reports statements planning summaries and meeting materials for accuracy and clarityFollow through on client requests and coordinate internal resources to resolve questions or issuesTeam Collaboration and Practice SupporCollaborate with Service Advisors Associate Advisors client service operations and planning team members to deliver consistent client serviceProvide coaching and guidance to less experienced team members on client preparation planning quality and professional communicationParticipate in client andprospect events firm initiatives and process improvement effortsSupport a positiveteam culture grounded in accountability professionalism and client careWhat You Bring:SIE Series 7/66 preferred ormust be obtained within 12 monthsCFP or CFA requiredAdditionallicenses may berequiredbased onstate andadditional role requirementBachelors degree in Accounting Finance Financial Management Economics Business or related disciplineMinimum 5 years of experience in financial services wealth management or advisory rolesExperience preparing and presenting financial plans working with investment recommendations and managing client relationshipsExperience with Microsoft Officerequired; experience with CRM financial planning software and custodian or portfolio platforms preferredClient-focusedprofessionalwithstrong communication skills sound judgment and a commitment to confidentiality and delivering high-quality collaborative client experienceHighly organized and detail-oriented with the ability to manage multiple priorities exercise accountability and follow through effectively in a fast-paced team environment