What are the responsibilities and job description for the Lead Advisor position at Boston Wealth Strategies?
Job Description :
The Lead Advisor serves as the primary relationship manager for a segment of our clients; crafting and managing financial plans while supporting business development. This role involves functioning as a team member, collaborating with internal departments, and ensuring exceptional client service.
Responsibilities
- Client Management : Serve as the primary point of contact for assigned clients, conducting regular reviews and delivering tailored financial plans.
- Team Collaboration and Leadership : Mentor other advisors and associates, review their work, and foster a collaborative team environment.
- Business Development : Identify and onboard new ideal clients through networking, referrals, and firm initiatives. Maintain a pipeline of prospects to contribute to firm growth. This is primarily a planning role . There is an expectation to recognize the needs of the business to grow, but the role is not a sales role.
- Compliance and Reporting : Ensure adherence to all regulatory requirements and track key performance metrics, including revenue goals and client satisfaction.
Ideal Candidate Profile :
Perks :