Lead Advisor
3 days ago
We are seeking a highly skilled and experienced Lead Advisor to join our team at Personal Choice Financial Advisors, LLC. As a Lead Advisor, you will be responsible for delivering exceptional client experiences, leading client meetings, and developing tailored financial plans to meet the unique needs of our clients.
About the RoleThis is a key leadership position that requires a strong understanding of financial planning principles, excellent communication skills, and the ability to build meaningful relationships with clients. As a Lead Advisor, you will be responsible for:
- Developing and implementing client service roadmaps to drive client satisfaction and retention
- Leading client meetings and providing expert financial advice
- Collaborating with cross-functional teams to deliver comprehensive financial solutions
- Empowering Associate Advisors to execute client data gathering, financial plan creation, and client service
- Providing ongoing feedback, mentorship, and career development to Associate Advisors
To be successful in this role, you will need:
- A CFP designation with strong financial planning acumen
- Several years of proven experience in a similar business area
- Excellent communication and interpersonal skills
- Strong time and priority management skills
- Problem-solving skills and a solution-seeking mindset
- Ability to thrive in a fast-paced, dynamic environment
We offer a competitive salary range of $80,000 - $110,000, plus additional upside after 1 year. Our benefits package includes paid holidays and PTO, flexible work schedule, safe harbor 401(k), and professional training and development opportunities. We are committed to providing a work-life balance and a supportive team environment.
If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply. Please submit your resume, cover letter, and a short video introducing yourself and explaining why you are interested in this opportunity.
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