Senior Financial Strategist

5 days ago


Great Barrington, Massachusetts, United States Claire Myers Consulting Full time
Lead Financial Advisor

Claire Myers Consulting is seeking a seasoned and charismatic Lead Financial Advisor to join our dynamic team. In this role, you will work closely with a diverse and sophisticated client base, providing tailored financial guidance and investment strategies to help them achieve their long-term goals.

Key Responsibilities:

  • Develop and maintain strong relationships with clients by understanding their unique financial needs and objectives.
  • Conduct comprehensive financial analyses and present actionable recommendations to clients.
  • Stay up-to-date on market trends, tax laws, and financial products to provide the most current advice.
  • Collaborate with other team members to ensure a holistic approach to financial planning.
  • Meet with clients in the office to discuss their financial plans and progress.

Qualifications:

  • A minimum of 4 years of experience in financial planning or wealth management.
  • Certified Financial Planner (CFP) designation is highly desirable.
  • Proven track record of successfully managing client relationships and delivering high-quality financial advice.
  • Strong analytical and problem-solving skills, with the ability to think strategically.
  • Excellent communication and interpersonal skills, with a personable and approachable demeanor.
  • Ability to work independently as well as part of a team.

Compensation:

  • Total compensation will range from $105,000 - $250,000 per year based on level of experience.


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