Lead Advisor, Southeast Region - KAR

We are looking for a Lead Advisor for our Southeast region to develop and manage client relationships, provide investment advisory and financial planning services, and support business development opportunities.

Requirements

• Bachelor's degree in finance or economics
• 5+ years of experience in the financial services industry
• Series 65 or 66 certification (or CFP or CFA)
• Proficient in Microsoft, eMoney, and Salesforce platforms
• Strong communication and presentation skills

Benefits

• Competitive pay
• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings account with company match
• Flexible spending accounts
• Wellness program
• Tuition reimbursement
• 24-hour employee assistance program
• Adoption assistance
• Paid family care time
• Paid volunteer days