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Lead Advisor

1 month ago

Rochester, United States Modern Wealth Management Full time

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision.



Primary Duties:

  • Conducts all on-going client meetings once prospect transitions to a client.
  • Solves complicated financial planning, estate, tax, and retirement issues.
  • Monitor lead flow, contact, and follow up.
  • Serves on investment management committee or helps determine firm investment strategies for clients.
  • Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
  • Participates and coordinates marketing efforts for the Senior Advisors.
  • Manages all Relationship Managers under their supervision.
  • Facilities all onboarding work for new clients.
  • Coach and mentor Relationship Manager.
  • Assist Marketing with content and content creation.
  • Monitor Opportunities within each client’s portfolio.
  • Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.
  • Assist Relationship Manager with managing Bookings calendars for the entire team.



Requirements:

  • A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required.
  • 5 years experience in financial planning, investment management, or a related field.


Key Benefits

  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested