Lead Advisor

1 week ago

Wappingers Falls, United States Kestra Financial Independent Advisor Full time
Job DescriptionJob Description

Summary

The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.

Essential Duties and Responsibilities

  • Develop new relationships and sales opportunities
  • Promote and cultivate firm reputation among referral sources and the community
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
  • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
  • Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested

Knowledge, Skills, and/or Abilities

  • Proven track record of professional success
  • Self-motivated, highly driven and entrepreneurial personality
  • Relationship-building skills and commitment to establishing long-term clients
  • Strong desire for performance driven compensation and growing earnings potential

Education and/or Experience

  • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Previous experience in the independent financial services culture preferred

Certificates, Licenses, and/or Registration

  • Series 7 and 65/66 license required
  • CFP, CPA, CFA, or ChFC preferred (or ability to obtain)

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