What are the responsibilities and job description for the Financial Advisor (Teamed Position) position at Lead Advisor LLC?
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, Maryland. To view other open roles, visit jobs.lead-advisor.com
Lead Advisor-Teamed Position
Our client is an independent, privately-held wealth advisory firm dedicated to providing comprehensive, tax-efficient, wealth management and financial advice to individuals, families, businesses, professionals, and high net worth individuals.
The right candidate should have experience as a client facing advisor and have a passion for the planning process. The primary responsibility of the Lead Advisor is to continue to provide dynamic planning to existing clients, conduct client reviews and collaborate with team members to execute an unmatched client experience.
Responsibilities (but not limited to) :
- Serve as the Primary Relationship Manager on a subset of existing clients.
- Conduct reviews for a client segment to ensure their investment, advanced planning and insurance strategies are connected to their updated goals. In addition, identify any new planning opportunities.
- Gain referrals and introductions from existing clients to new potential clients or next generation clients.
- Work with the investment, planning and operations team to collaborate on analysis, recommendations and service items.
Qualifications :
Key Characteristics :
