Lead Advisor
- Employer
- Claire Myers Consulting, LLC
- Location
- San Diego, California
- Salary
- 150,000 + bonus/commissions + benefits
- Closing date
- Jul 8, 2022
View more
- Job Role
- Wealth Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Required
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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.
Responsibilities:
- 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
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
Preferred:
- CFP® or CPWA designation
- Series 65 and 7 licenses
Compensation:
Base salary plus commission opportunity as well as full benefits package
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