Lead Financial Advisor

Employer
Claire Myers Consulting, LLC
Location
Irvine, California
Salary
75-100k base + Commissions. (OTE 200K +) + Full 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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Lead Financial Advisor
 

Our client, a well-established Wealth Management firm in the Irvine area, is seeking a Lead Advisor who has a CPA or who is a former Estate Planning attorney.  The firm has extremely sophisticated clients and there is a need for someone to have experience with various tax laws. 

 

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 3 years of financial planning experience
  • CPA or Estate Planning experience
     

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