Lead Wealth Advisor for High-Net-Worth Growth

Leah Yosef International; United States; On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Discretionary bonuses

Strong career path

Job summary

An independent wealth advisory firm in the United States seeks a Lead Financial Advisor to manage relationships and advise high net worth clients on comprehensive wealth planning and investment management. The role offers excellent mentorship, competitive compensation, and opportunities for career growth into higher-level clientele. Candidates should have over 2 years of experience and advanced industry designations such as CFP or CPA.

Qualifications

• 2+ years of experience as the lead advisor.
• Advanced designations such as CFP, CPWA, or similar are strongly preferred.

Responsibilities

• Advise high net worth clientele on wealth planning.
• Opportunity for career growth into higher level clientele.
• Foster a collaborative office environment.

Skills

Client relationship management

Wealth planning

Investment management

Education

CFP, CPWA, CHFC, PFS, JD or CPA

Job description

An independent wealth advisory firm in the United States seeks a Lead Financial Advisor to manage relationships and advise high net worth clients on comprehensive wealth planning and investment management. The role offers excellent mentorship, competitive compensation, and opportunities for career growth into higher-level clientele. Candidates should have over 2 years of experience and advanced industry designations such as CFP or CPA.