Lead Advisor

Greykasell Wealth Strategies; Danville (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Greykasell Wealth Strategies in Danville, CA, seeks a Lead Advisor to own relationships for a group of client households, guiding comprehensive financial planning and investment decisions aligned with long-term goals.

You will lead client reviews, develop recommendations across investment, retirement, tax, estate, and insurance planning, and collaborate with a team to grow the business through referrals and trusted partnerships.

Qualifications

• 5+ years of experience in wealth management, financial planning, or advisory services.
• CFP® certification or actively pursuing CFP® certification.
• Bachelor’s degree in finance, business, economics, or a related field.
• Experience leading client meetings and presenting financial planning recommendations.
• Strong understanding of financial planning concepts, investment management principles, and wealth transfer strategies.
• Excellent communication, relationship management, and problem-solving skills.

Responsibilities

• Serve as the primary advisor and relationship owner for an assigned group of client households, developing a deep understanding of each client's goals, values, financial circumstances, and long-term objectives.
• Lead client review meetings, planning discussions, and strategic conversations while providing guidance across investment, retirement, tax, estate, insurance, charitable, and other planning areas.
• Develop, present, and oversee the implementation of comprehensive financial planning and investment recommendations, proactively identifying opportunities, addressing risks, and helping clients translate complex financial strategies into actionable next steps.
• Analyze client financial information and utilize planning tools to develop customized recommendations, evaluate planning opportunities, and monitor progress toward client goals.
• Maintain ongoing communication with clients and professional advisors, serving as a trusted resource during financial decisions, planning initiatives, and life transitions.
• Partners with the lead advisor and other team members to ensure planning recommendations, service requests, and client commitments are executed efficiently and completed in a timely manner.

Skills

Excellent communication

Relationship management

Problem solving

Education

Bachelor's degree in finance, business, economics

CFP® certification

Series 65 or Series 66

Tools

RightCapital

Holistiplan

Salesforce

Fidelity

Schwab

Black Diamond

Job description

Greykasell Wealth Strategies is a high-performance, client-first financial firm that helps successful families make smarter, more intentional decisions about their wealth. We simplify complexity, deliver tailored planning and investment guidance, and operate with a culture built on integrity, collaboration, and excellence. Our team is driven by a "context before content" philosophy-ensuring every strategy aligns with what matters most to our clients.

Position Summary

The Lead Advisor serves as the primary advisor and relationship owner for an assigned group of Greykasell client households. This role leads the financial planning and advisory relationships, providing strategic guidance across all areas of a client's financial life and helping ensure decisions align with their long-term objectives.

Working closely with other team members across the firm, the Lead Advisor provides strategic guidance, oversees planning initiatives, and serves as a trusted resource for clients. This role is ideal for an experienced planning professional who enjoys building meaningful relationships, simplifying complexity, and helping clients turn financial strategies into action. The Lead Advisor also contributes to the firm's growth through client retention, professional partnerships, referrals, and business development opportunities.

Key Responsibilities

• Serve as the primary advisor and relationship owner for an assigned group of client households, developing a deep understanding of each client's goals, values, financial circumstances, and long-term objectives.
• Lead client review meetings, planning discussions, and strategic conversations while providing guidance across investment, retirement, tax, estate, insurance, charitable, and other planning areas.
• Develop, present, and oversee the implementation of comprehensive financial planning and investment recommendations, proactively identifying opportunities, addressing risks, and helping clients translate complex financial strategies into actionable next steps.
• Analyze client financial information and utilize planning tools to develop customized recommendations, evaluate planning opportunities, and monitor progress toward client goals.
• Maintain ongoing communication with clients and professional advisors, serving as a trusted resource during financial decisions, planning initiatives, and life transitions.
• Partners with the lead advisor and other team members to ensure planning recommendations, service requests, and client commitments are executed efficiently and completed in a timely manner.

Business Development & Relationship Growth

• Cultivate and deepen client relationships to strengthen engagement, trust, and long-term retention
• Identify opportunities to expand relationships through additional planning needs, multigenerational planning opportunities, referrals, and introductions to family members.
• Build and maintain relationships with Centers of Influence (COIs), including attorneys, accountants, and other professional partners.
• Participate in prospect meetings, networking opportunities, and community or professional events that support the firm's growth and visibility.

Qualifications

Required

• Bachelor’s degree in finance, business, economics, or a related field.
• CFP® certification or actively pursuing CFP® certification.
• 5+ years of experience in wealth management, financial planning, or advisory services.
• Experience leading client meetings and presenting financial planning recommendations.
• Strong understanding of financial planning concepts, investment management principles, and wealth transfer strategies.
• Excellent communication, relationship management, and problem-solving skills.

Preferred

• Experience serving affluent and high-net-worth individuals and families.
• Additional designations such as ChFC®, CLU®, CLTC®, CPA, or EA.
• Experience within an independent RIA environment.
• Familiarity with RightCapital, Holistiplan, Salesforce, Fidelity, Schwab, and Black Diamond.
• Demonstrated success cultivating client referrals, professional relationships, and business development opportunities.
• Experience mentoring advisors, paraplanners, or other team members.
• Experience operating within an EOS®/Traction environment.
• Series 65 or Series 66.