Lead Wealth Advisor: Client-Centric Planning & Growth

Kestra Holdings; Reston (VA); On-site; USD 140,000 - 160,000; Full time

Job summary

Kestra Holdings is seeking a Lead Advisor to manage client relationships and oversee advisory support, financial planning, and investment analysis with senior oversight. The role emphasizes client retention, growth, and a high standard of service.

The Lead Advisor will drive strategy, mentor the advisory team, and ensure effective use of planning tools while delivering tailored wealth management solutions across multiple client needs.

Qualifications

• Minimum 5+ years in a client-facing advisory or wealth management role.
• Licenses/certifications: Series 7, Series 66 or CFP recognized.
• Strong financial planning experience with portfolio oversight.

Responsibilities

• Lead advisory support team and oversee client relationships.
• Drive investment strategy and portfolio management for clients.
• Own financial plans and deliverables through the advisory team.
• Oversee client experience tools (CRM, planning software).
• Mentor and manage advisory support staff; uphold service excellence.

Skills

Client relationships

Public speaking

Team leadership

Financial planning

Investment management

Communication

Education

CFP Certification

Series 7/66 licenses

Tools

CRM software

Planning software

Job description

Kestra Holdings is seeking a Lead Advisor to manage client relationships and oversee advisory support, financial planning, and investment analysis with senior oversight. The role emphasizes client retention, growth, and a high standard of service.

The Lead Advisor will drive strategy, mentor the advisory team, and ensure effective use of planning tools while delivering tailored wealth management solutions across multiple client needs.