What are the responsibilities and job description for the Lead Advisor position at Glades Talent?
Position : Lead Financial Advisor
Location : McLean, VA
About Us
6 billion-dollar multi-custodial RIA that currently serves over 37 advisor teams across the country. Our advisor teams are fiercely independent, but they don’t want to be alone as they grow and evolve their practice into a business. As a firm and leadership, we meet our advisors where they are in their stage of their growth, and partner to promote growth!
Job Description
We are seeking an experienced, client-focused Financial Advisor to service our existing financial planning clientele. This is an ideal opportunity to apply your advisor capabilities and focus solely on the clientele The Financial Advisor position offers excellent potential for continued growth and opportunity, and a collaborative culture with a great team.
Key Responsibilities
- Provide comprehensive financial planning services to existing high-net-worth clientele (includes investment, retirement, and estate planning)
- Financial Analysis of client’s situation and provide appropriate advice
- Continued advice and management of client’s personalized plans
- Ability to provide leadership and guidance within our team
- Collaboration with other professionals and team members
- Effective and supportive in coordinating with retiring advisors, while becoming the lead advisor
Qualifications
Compensation
Salary : $160,000 - $180,000
