Wealth Strategist

2 days ago

Marquand, Missouri, United States Lead Advisor Full time
Wealth Strategist Opportunity

An estimated salary of $160,000 - $240,000 per year is available for our Wealth Strategist position in Indianapolis.

Lead Advisor is a consulting and search firm specializing in wealth management. Our Second Chair Wealth Advisor will drive client relationship growth while delivering outstanding financial guidance.

Key Responsibilities:

  • Develop and execute personalized wealth management plans tailored to each client's unique financial circumstances.
  • Uphold compliance standards and ethical guidelines while delivering high-quality advice.
  • Cultivate new growth relationships through networking events, referrals, and participation in industry events.

Requirements:

  • Proven record of accomplishment and success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships.
  • Excellent communication skills to articulate complex financial concepts clearly and effectively.