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Lead Advisor

Claire Myers Consulting, LLC
San Diego, California
150,000 + bonus/commissions + benefits
Closing date
Jul 8, 2022

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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Our client, a well-established Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, and strong organizational skills. In return, you will find this position offers flexibility, a team atmosphere, and opportunities for knowledge-based growth.


  • Serves as primary client-facing point of contact on behalf of the firm
  • 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
  • Connect with and develop relationships with existing client’s next generation
  • 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


  • 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® or CPWA designation
  • Series 65 and 7 licenses


Base salary plus commission opportunity as well as full benefits package


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