Lead Client Advisor

Talent Edge Recruiting; Scottsdale (AZ); On-site; USD 120,000 - 190,000; Full time

Job summary

Talent Edge Recruiting seeks an experienced Wealth Advisor to oversee 75–100 high-net-worth client households, delivering personalized financial planning and coordinating with the investment team for strategy and reporting.

You will build relationships, assess assets and goals, and guide associates while maintaining fiduciary standards and proactive client service across complex wealth plans.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 7+ years of financial planning experience in wealth management.
• Proven ability to manage a substantial book of established client relationships.
• Strong knowledge of investment strategies, markets, and wealth transfer strategies.
• Ability to translate complex financial concepts into clear, practical recommendations.
• Excellent communication and relationship-building skills.
• Understanding of fiduciary responsibilities and regulatory standards.

Responsibilities

• Serve as the primary relationship manager for 75–100 high-net-worth client households.
• Build and maintain strong client relationships by proactively addressing questions and needs.
• Conduct comprehensive financial assessments covering assets, liabilities, cash flow, and goals.
• Develop customized wealth management strategies aligned with client goals and risk tolerance.
• Analyze portfolios and collaborate with the investment team on implementation.
• Create and maintain comprehensive financial plans including retirement, estate, tax optimization.
• Conduct regular portfolio reviews and communicate updates to clients.
• Mentor the Associate Advisor and Practice Coordinator.
• Coordinate with CPAs, tax advisors, and estate planning attorneys.
• Use planning tech to manage client relationships, develop plans, and prepare reports.

Skills

Financial planning

Wealth management

Relationship management

Investment strategies

Tax planning

Retirement planning

Estate planning

Regulatory compliance

Leadership & mentoring

Technology proficiency

Education

Bachelor’s degree or equivalent professional experience

Tools

eMoney

MoneyGuidePro

Salesforce

Orion

YCharts

Holistiplan

Fidelity Wealthscape

Schwab platforms

Job description

About the Company

The firm specializes in providing personalized financial planning and wealth management services to high-net-worth individuals, families, and business owners. With approximately $405 million in assets under management, the firm emphasizes long-term client relationships, comprehensive financial planning, collaboration, and integrity. Its team-based service model allows advisors to work closely with investment professionals, associate advisors, and practice coordinators to deliver a high level of personalized service.

Responsibilities

Day-to-Day Responsibilities

• Assume responsibility for approximately 75–100 existing high-net-worth client households, serving as the primary relationship manager and trusted financial planning resource.
• Build and maintain strong client relationships by proactively addressing questions, identifying financial needs, and delivering personalized, high-quality service.
• Conduct comprehensive financial assessments covering assets, liabilities, cash flow, investment portfolios, and long-term financial objectives.
• Develop customized wealth management strategies aligned with each client's goals, risk tolerance, financial circumstances, and preferences.
• Analyze investment portfolios and collaborate with the investment team on asset allocation, diversification, implementation, and portfolio optimization.
• Create and maintain comprehensive financial plans addressing retirement planning, estate planning, tax optimization, risk management, and wealth transfer strategies.
• Conduct regular portfolio reviews, monitor investment performance, and communicate recommendations and financial updates clearly to clients.
• Identify opportunities to deepen existing client relationships through additional planning services, increased assets under management, and referrals from current clients and their families. This is a relationship-development opportunity, not a traditional new-business or cold-prospecting role.
• Mentor and guide the Associate Advisor and Practice Coordinator while collaborating with investment research, operations, and compliance teams.
• Coordinate with external professionals, including CPAs, tax advisors, and estate planning attorneys, to deliver comprehensive financial solutions.
• Use financial planning and wealth management technology to manage client relationships, develop plans, analyze portfolios, and prepare client reports.

Qualifications

• Bachelor’s degree or equivalent professional experience.

Required Skills

• 7+ years of financial planning experience, with substantial experience in wealth management and preferably serving high-net-worth individuals and families.
• Demonstrated ability to manage or co-manage a substantial book of established client relationships and deliver a high level of personalized service.
• Strong knowledge of investment strategies, financial markets, wealth management products, tax considerations, retirement planning, estate planning, and wealth transfer strategies.
• Experience developing comprehensive financial plans and translating complex financial concepts into clear, practical recommendations clients can understand.
• Strong analytical, problem-solving, communication, and relationship-building skills.
• Ability to build trust quickly, set realistic expectations, follow through on commitments, and maintain long-term client relationships.
• Understanding of financial services compliance requirements, regulatory standards, and fiduciary responsibilities.
• Leadership and mentoring capabilities, with the ability to guide an Associate Advisor and Practice Coordinator within a collaborative team structure.
• Familiarity with financial planning and portfolio management technology. Experience with eMoney or MoneyGuidePro is a plus; Salesforce, Orion, YCharts, Holistiplan, Fidelity Wealthscape, and Schwab platforms are also relevant.
• Professional integrity, accountability, attention to detail, and a service-oriented mindset are essential.
• Candidates should have a consistent record of delivering on commitments and maintaining strong client relationships.

Preferred Skills

Preferred

• CFP® certification or Series 65; CFA® designation; experience mentoring junior advisors; and a portable book of business, although bringing an existing book is not required.