Lead Wealth Advisor: Client Growth & Strategy

Kestra Holdings

Richmond, Northern (VA, KY)

Hybrid

USD 120,000 - 180,000

Full time

5 days ago

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Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Job summary

Kestra Financial, Inc. in the Richmond, VA area seeks a senior advisory leader to own client relationships, oversee the advisory support team, and drive retention and growth through strategic financial planning and investment oversight.

You will lead investment strategy, manage the financial plan delivery, and ensure a superior client experience using CRM and planning tools. 5+ years in wealth management and licenses (Series 7/66 or CFP) are required, with strong public speaking and team

Qualifications

5+ years in a client-facing advisory or wealth management role.
Licenses: Series 7, Series 66 or CFP.
Strong financial planning experience and knowledge of investment management principles.
Experience leading, mentoring, or directing support staff.
Strong public speaking and presentation skills.
Ability to travel to Richmond, VA area, as needed for client events.

Responsibilities

Own the client relationship as primary point of contact and drive retention and growth.
Lead investment strategy for clients and participate in Investment Committee discussions.
Own the financial plan and its delivery to the client through the advisory support team.
Oversee client experience and tools, including CRM and planning software.
Lead and manage advisory support roles with clear expectations and accountability.
Put the client first in every recommendation and understand their life goals.
Guide clients toward wealth goals, assess risks and opportunities for their benefit.