Lead Wealth Advisor: Client Growth & Strategy

Kestra Holdings; Richmond (VA); Hybrid; USD 120,000 - 180,000; Full time

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.

Skills

Client relationship management

Investment strategy

Financial planning

Public speaking

Team leadership

Education

Series 7

Series 66

CFP

Job description

Lead with Purpose. Partner with Impact.

Leads and manages advisory support team members while overseeing client relationships and delivering financial planning, investment analysis, recommendations, and trade execution under senior oversight to drive client service excellence, retention, and growth.

What You’ll Do:

• Own the client relationship as primary point of contact. Build and deepen trust and drive retention, expansion of wallet share and referrals.
• Lead investment strategy for clients: Investment Committee participation, portfolio management, and investment proposals.
• Own the financial plan and its delivery to the client. Planning execution runs through the advisory support team.
• Own the client experience and the tools that power it: CRM, planning software, and client-facing technology.
• Lead and manage the advisory support roles. Set clear expectations, manage to them, and hold the team accountable
• Put the client first in every recommendation, even when it is the harder path. Know the details of their life and goals, and lead every interaction with empathy
• Own the client's outcome, not just the meeting, guiding them towards their wealth goals. Actively assess risks and opportunities to anticipate client or firm needs.
• Bring real depth to planning and investments, creating tailored strategies for diverse client needs. Maintain high advice quality, and keep sharpening your skillset as markets and planning evolve.
• Ask the questions that uncover what the client truly needs. Understand before you advise, and adopt tools and ideas that serve clients better.
• Lead the Service Advisors and advisory support team with clarity and respect. Share credit, communicate openly, and put client and firm success ahead of personal glory.

What You Bring:

• 5+ years in a client-facing advisory or wealth management role
• Required licenses / registrations: Series 7, Series 66 or equivalent; CFP®
• Strong financial planning experience and knowledge of investment management principles and portfolio oversight.
• Experience leading, mentoring, or directing support staff
• Strong public speaking and presentation skills to engage clients and represent the firm effectively.
• Ability to travel to Richmond, VA area, as needed for client events