Lead Wealth Advisor - Client Growth & Strategy

Modern Wealth Management; Glidden Township (IA); Vor Ort; USD 85.000 - 115.000; Vollzeit

Zusammenfassung

A financial advisory firm in Glidden Township is seeking a Lead Advisor to focus on client retention and managing existing client relationships. You will conduct all client meetings and address complex financial issues independently. Required qualifications include a Bachelor's degree in a related field and a minimum of 5 years' experience in financial planning or investment management. The role is full-time and involves mentoring junior staff while collaborating with senior advisors on investment strategies.

Qualifikationen

• Minimum 5 years of experience in financial planning, investment management, or a related field.

Aufgaben

• Conduct all ongoing client meetings once prospect transitions to a client.
• Solve complicated financial planning, estate, tax, and retirement issues.
• Monitor lead flow, contact, and follow up.

Kenntnisse

Strong communication skills

Client relationship management

Ausbildung

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Jobbeschreibung

A financial advisory firm in Glidden Township is seeking a Lead Advisor to focus on client retention and managing existing client relationships. You will conduct all client meetings and address complex financial issues independently. Required qualifications include a Bachelor's degree in a related field and a minimum of 5 years' experience in financial planning or investment management. The role is full-time and involves mentoring junior staff while collaborating with senior advisors on investment strategies.