Certified Financial Planner

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com

CFP in a Second Chair Role:

Role profile

Our client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and experienced leading provider, the Second Chair Wealth Advisor, using broad investment products and exceptional customer service, will drive client relationship growth while delivering outstanding financial guidance.

Job Description

• Foster and nurture strong, long-term relationships with the firms with existing clients to deeply understand their financial objectives, life stages, and evolving needs, identifying opportunities to provide additional value and growth assets under management.
• Provide strategic advice on investment opportunities, asset allocation, risk management, estate planning, tax strategies, and other financial matters to help clients achieve their long-term objectives.
• Develop and execute personalized wealth management plans tailored to the client’s unique financial circumstances, incorporating investment strategies, risk management, estate planning, and tax optimization.
• Collaborate closely with internal teams and external specialists to deliver comprehensive financial solutions that exceed client expectations.
• Continuously maintain a deep understanding of market trends, regulatory changes, and industry best practices to deliver cutting-edge advice and insights to clients.
• Regularly review and adjust clients’ portfolios in response to changes in the market, life events, or economic conditions.
• Uphold compliance standards and ethical guidelines while delivering high-quality advice.
• Cultivate new growth relationships through networking events, referrals, and participation in industry events to expand the firm’s relationship opportunities.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field (Master's degree or CFP/CFA certification preferred),
• Proven record of accomplishment and success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships.
• Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients.
• Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques.
• Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively.
• Excellent communication skills to articulate complex financial concepts clearly and effectively.