- Remote, United States
- Remote
- Full-time · Senior
- $120K–$150K per year
- 5+ years
The Lead Advisor will partner with the Managing Director, Business Development Officer (BDO) in the development and management of clients, including investment advisory, financial planning, and estate and tax planning.
Compensation
The starting salary is $120,000.00 to $150,000.00 and will include variable compensation.
Responsibilities
- Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
- Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.
- Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.
- Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.
- Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.
Requirements
- Bachelor’s degree from an accredited college or university with an educational background in finance or economics
- Nice to have: CFP
- Nice to have: CFA
Skills
Benefits
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Wellness Program
