Lead Wealth Advisor & Client Growth Strategist

Kestra Financial; Fairfield (NJ); On-site; USD 95,000 - 150,000; Full time

Job summary

U.S. Financial Services is seeking a Lead Advisor to manage and strengthen client relationships, deliver financial planning and investment advice, and actively develop new business for the firm.

The role serves as the primary advisor for assigned clients and aims to expand relationships through planning, asset consolidation, and referrals. The position collaborates with service advisors, associate advisors, operations, and investment resources to provide a seamless client experience and

Qualifications

• Bachelor’s degree required.
• Minimum 5 years of experience in financial services, wealth management, or advisory roles.
• Experience preparing and presenting financial plans, working with investment recommendations, and managing client relationships.
• Experience with CRM, financial planning software, and custodian or portfolio platforms.

Responsibilities

• Serve as the primary point of contact for assigned client relationships and maintain strong, trusted relationships over time.
• Prepare for and conduct client meetings, including discovery, planning, review, onboarding, and follow-up conversations.
• Understand each client’s unique circumstances, needs, goals, and priorities and translate those needs into clear planning and service actions.
• Document client interactions, meeting notes, recommendations, and follow-up items in CRM.
• Proactively deepen client relationships, consolidate outside assets, ask for referrals where appropriate, and identify new business opportunities that contribute to measurable firm growth.
• Develop and maintain a consistent prospecting pipeline, including prospective clients, centers of influence, referrals, and other business development opportunities aligned with the firm’s growth objective.

Skills

Client-focused

Strong communication

Time management

Analytical thinking

Education

Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline

Tools

SIE

Series 7/66

CFP/CFA

CRM systems

Financial planning software

Custodian platforms

Microsoft Office

Job description

U.S. Financial Services is seeking a Lead Advisor to manage and strengthen client relationships, deliver financial planning and investment advice, and actively develop new business for the firm.

The role serves as the primary advisor for assigned clients and aims to expand relationships through planning, asset consolidation, and referrals. The position collaborates with service advisors, associate advisors, operations, and investment resources to provide a seamless client experience and