Lead Advisor

Lead with Purpose. Partner with and manages advisory support team members while overseeing client relationships and delivering financial planning investment analysis recommendations and trade execution under senior oversight to drive client service excellence retention and Youll Do: Own the client relationship as primary point of contact. Build and deepen trust and drive retention expansion of wallet share and investment strategy for clients: Investment Committee participation portfolio management and investment the financial plan and its delivery to the client. Planning execution runs through the advisory support the client experience and the tools that power it: CRM planning software and client-facing and manage the advisory support roles. Set clear expectations manage to them and hold the team accountablePut the client first in every recommendation even when it is the harder path. Know the details of their life and goals and lead every interaction with empathyOwn the clients outcome not just the meeting guiding them towards their wealth goals. Actively assess risks and opportunities to anticipate client or firm real depth to planning and investments creating tailored strategies for diverse client needs. Maintain high advice quality and keep sharpening your skillset as markets and planning the questions that uncover what the client truly needs. Understand before you advise and adopt tools and ideas that serve clients the Service Advisors and advisory support team with clarity and respect. Share credit communicate openly and put client and firm success ahead of personal You Bring:5 years in a client-facing advisory or wealth management roleRequired licenses / registrations: Series 7 Series 66 or equivalent; CFPStrong financial planning experience and knowledge of investment management principles and portfolio leading mentoring or directing support staffStrong public speaking and presentation skills to engage clients and represent the firm to travel to Richmond VA area as needed for client events