What are the responsibilities and job description for the Lead Financial Advisor position at Claire Myers Consulting?
Our client, a thriving wealth management firm, is seeking a Lead Financial Advisor to join their growing team. This position is ideal for someone who is client-focused, relationship-oriented, and eager to build a rewarding career with a company experiencing rapid growth in AUM. This is a unique opportunity for an ambitious individual to step into a critical role, managing meaningful client relationships and helping to deliver exceptional service.
Responsibilities
- Serve as the primary point of contact for a select group of clients, primarily corporate executives and pre-retirees.
- Conduct 2-4 client check-ins per year to ensure their financial plans align with their goals and evolving needs.
- Focus on managing and growing existing client relationships rather than sourcing new business.
- Collaborate with a dedicated financial planning team.
- Identify opportunities to expand relationships and capture additional value within the current book of business.
- Work in a hybrid model, with an initial expectation of being in the office 4 days a week, transitioning to greater flexibility over time.
- Option to pursue career paths leading to higher compensation and equity ownership.
Qualifications
Compensation
This position is perfect for a talented financial advisor who is ready to move from being a "small fish in a big pond" to a "big fish in a small pond" where their contributions will be recognized and rewarded.
If you’re passionate about helping clients achieve their financial goals and want to grow with a company that values kindness and collaboration, we’d love to hear from you!
Salary : $175,000 - $180,000
