Lead Advisor

Vantage HR Consulting,llc; Warrenton (VA); On-site; USD 135,000 - 165,000; Full time

Job summary

Meridian Financial Partners in Warrenton, VA seeks a Lead Advisor to build long-term client relationships and deliver holistic fiduciary guidance. You will lead client engagements, integrate financial planning and investment strategies, and serve as a trusted advisor throughout clients' life stages. You should be a CFP professional with strong interpersonal skills and a collaborative mindset across teams. This full-time role offers a competitive six-figure salary and nationwide impact.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.

Responsibilities

• Serve as the primary advisor and relationship lead for assigned clients.
• Lead client meetings and deliver holistic financial planning and investment guidance.
• Develop, implement, and regularly update comprehensive financial plans aligned with client goals.
• Provide clear, unbiased recommendations while acting in a fiduciary capacity.
• Collaborate with the investment team to align portfolios with client strategies and risk profiles.
• Monitor client progress and proactively recommend adjustments as life circumstances or markets change.
• Communicate complex financial concepts with clarity and confidence.
• Mentor and support.
• Contribute to firm growth through strong client relationships, referrals, and professional presence.

Skills

Client relationships

Interpersonal skills

Unbiased recommendations

Proactive risk management

Team collaboration

Education

Bachelor's degree in Finance, Accounting, or related field

Job description

Salary: $135,000-$165,000 (Does not include bonus or CFP® designation pay.)

Company Description

Vantage HR Consulting, LLC is hiring a Lead Advisor on behalf of Meridian Financial Partners, providing holistic financial solutions to individuals and organizations nationwide. Headquartered in Warrenton, Virginia, the firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources.

Meridian is one of the rare few that offers unique guidance and solutions to help clients create and manage a clear financial path to their life goals. The firm\'s partners have earned the unwavering trust of many long-term clients, who enjoy financial peace of mind as a result of knowledge, customized care, and most especially clarity, that Meridian consistently delivers.

Visit their website: www.meridianfinancialpartners.com

Position Overview

The Lead Advisor is a key client-facing role responsible for building and managing long-term client relationships while delivering holistic, fiduciary financial guidance. This position leads client engagements with clarity and confidence, integrates comprehensive financial planning and investment strategies, and serves as a trusted advisor to clients at every stage of life. We are looking for someone with the following skills and characteristics:

• Ability to build, manage, and sustain long-term client relationships
• Strong interpersonal skills and emotional intelligence
• Commitment to unbiased transparent recommendations
• Proactive approach to client needs and potential risks
• Collaborative approach to working with investment, operations and planning teams

About You

You are an experienced, client-centered advisor who leads relationships with confidence, integrity, and care. You take a holistic approach to financial planning, communicate complex concepts with clarity, and proactively guide clients through important financial decisions. You value collaboration and delivering a seamless client experience. As a CFP® professional, you hold yourself to the highest fiduciary and professional standards and contribute positively to firm culture and long-term growth.

Job Description and Responsibilities

The Lead Advisor will have the following responsibilities:

• Serve as the primary advisor and relationship lead for assigned clients
• Lead client meetings and deliver holistic financial planning and investment guidance
• Develop, implement, and regularly update comprehensive financial plans aligned with client goals
• Provide clear, unbiased recommendations while acting in a fiduciary capacity
• Collaborate with the investment team to align portfolios with client strategies and risk profiles
• Monitor client progress and proactively recommend adjustments as life circumstances or markets change
• Communicate complex financial concepts with clarity and confidence
• Mentor and support
• Contribute to firm growth through strong client relationships, referrals, and professional presence

Qualifications

• Bachelor\'s degree in Finance, Accounting, or related field