Lead Financial Advisor
San Diego, CA, United States
Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing
Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to grow with them in their fast-paced environment. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, be systems-oriented and have strong organizational skills. In return, you will find this position offers flexibility, a collaborative team atmosphere, and opportunities for personal and professional growth.
Responsibilities
Serves as primary client-facing point of contact on behalf of the firm for a newly acquired book of business
Focuses on complete client care and delivering on promises made to the client
Directly responsible for client satisfaction with firm and retention of client accounts
Manages and supervises formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individually
Increase assets under management from an assigned client base
Develop new revenue opportunities to service existing clients more effectively
Build Loyal Client Advocates and produce new clients through those relationships
Publicly represents the firm’s strategic brand
Participates in and contributes to firm leadership
Maintains familiarity with the industry and economic trends
Maintains knowledge of and shows the ability to apply compliance standards
Works collegially and productively with clients, peers, and other team members
Requirements
Minimum of 5 years of financial planning experience (with Insurance and Investments)
Clean compliance record
Excellent communication and problem-solving skills
Securities (6 & 63 or 7) and life & health insurance licenses
Ability to work with a close-knit team
CFP® designation
Compensation
$100-135K base salary plus motivating commissions in addition to benefits and profit sharing
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