Lead Wealth Advisor for High-Net-Worth Clients

CivicMinds, Inc; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive Compensation

Professional Growth

Innovative Environment

Comprehensive Benefits

Job summary

A leading financial advisory firm seeks a self-driven Lead Advisor who excels in client management and strategic planning. This role requires a minimum of 7 years in wealth management, exceptional analytical skills, and various financial certifications. You will lead a team, solve complex financial problems, and drive growth opportunities while ensuring compliance with industry standards. The firm offers competitive compensation, professional growth, and comprehensive benefits in a dynamic work environment.

Qualifications

• Minimum of 7 years of experience in wealth management or financial advisory roles.
• Proven track record of success in previous roles.
• Series 7, 63, 65, or 66 licenses required.

Responsibilities

• Build and maintain relationships with clients providing tailored financial solutions.
• Develop comprehensive financial plans and investment strategies.
• Inspire, mentor, and lead a team of advisors.
• Identify and pursue new business opportunities.
• Solve problems with data and take calculated risks.
• Thrive in a high-performance environment with deadlines.
• Stay ahead of industry developments to share insights.

Skills

Exceptional client service skills

Strong analytical abilities

Excellent communication and presentation skills

Ability to provide sound financial advice

Education

Bachelor's degree in Finance, Economics, Business, or related field

MBA or CFP certification (preferred)

Job description

A leading financial advisory firm seeks a self-driven Lead Advisor who excels in client management and strategic planning. This role requires a minimum of 7 years in wealth management, exceptional analytical skills, and various financial certifications. You will lead a team, solve complex financial problems, and drive growth opportunities while ensuring compliance with industry standards. The firm offers competitive compensation, professional growth, and comprehensive benefits in a dynamic work environment.