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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