Lead Financial Advisor

We are seeking an experienced financial advisor to join our team as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans, and managing ongoing client relationships.

Requirements

• 5-10+ years of experience in a financial advisory role
• Superior client-service and relationship management skills
• Demonstrated success in finding and closing new business development opportunities
• High attention to detail, strong organizational skills, superior commitment to responsibility
• Must exhibit the highest level of personal integrity, discretion, and good judgment
• Ability to effectively work through challenging situations with limited direction
• Proactive mind-set with the ability to anticipate and resolve issues
• Ability to embrace change and work in a fast-paced professional environment

Benefits

• health insurance
• dental insurance
• vision insurance
• disability insurance
• generous paid time off
• retirement savings plan
• wellness program
• professional development and continuing education assistance