Private Wealth Advisor

Lead Advisor; Boise (ID); On-site; USD 85,000 - 140,000; Full time

Job summary

Lead Advisor in Boise, Idaho is seeking a skilled wealth management professional to manage existing client relationships and deliver comprehensive financial plans. You will act as primary client contact, collaborate with Senior Advisor, and supervise Client Servicing Associates to ensure accurate, timely service.

The role requires strong communication, meticulous attention to detail, and licensing in Investment/Insurance with at least 5 years in financial services.

Qualifications

• Exemplary written and verbal communication skills.
• Proactive mindset with ability to anticipate and resolve client and team issues.
• Highly detail-oriented, accurate, and able to set priorities autonomously.
• Minimum 5 years in insurance, investment, or financial services.
• Investment and Insurance Licenses.
• Highly proficient with quantitative and qualitative analysis.
• Willingness to coach and mentor others.

Responsibilities

• Assist the Senior Advisor in onboarding a new client by providing planning support and implementation of the financial plan.
• Deliver exceptional client support by understanding recommendations identified in review meetings and delegating tasks to service team members.
• Make recommendations for planning solutions while being a trusted source of information for clients and team members.
• Serve as the primary contact for client relationships and support interim of annual reviews with the Senior Advisor.
• Collaborate with Marketing to identify leads and request client referrals when appropriate.
• Responsible for quality control of client deliverables such as plans, analyses, and presentations.
• Review client meeting preparation material and edit presentations, agendas, and forms.
• Directly oversee a team of 1-2 Client Servicing Associates and collaborate with Financial Planning, Investment, and Marketing teams.
• Provide training and management for client services team members.

Skills

Communication

Attention to detail

Organization

Autonomy

Problem solving

Education

Bachelor’s degree in Finance/Economics/Accounting

Certifications: ChFC, CFP, CFA, CWM, RICP

Job description

Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise.

Position Overview and Purpose

The advisor will be responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations within an individual specialist’s area of expertise. This role is not expected to develop new client relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients. They work closely with, train, and supervise Client Servicing team members.

Specific responsibilities include, but will not be limited to:

• Assist the Senior Advisor in the onboarding of a new client by providing planning support and implementation of the financial plan.
• Deliver exceptional client support by understanding the recommendations identified in review meetings and effectively delegating tasks to service team members while providing communication to clients.
• Be able to make recommendations for planning solutions while being a trusted source of information for clients and team members.
• Serve as the primary point of contact for client relationships and provide support in interim of annual reviews with the Senior Advisor. Understand the client’s financial circumstance and objectives.
• Collaborate with the Marketing team to identify leads and tactfully request client referrals when appropriate.
• Responsible for quality control of client deliverables such as plans, analysis, and presentations.
• Review client meeting preparation material and make edits as needed to presentation material, agendas, and forms.
• Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning, Investment, and Marketing teams.
• Provide training and management for client services team members. Communicate clearly and consistently with feedback for direct reports and team members.

Education and Industry Experience Required

• Exemplary written and verbal communication skills with the ability to present complex topics clearly and simply.
• Proactive mindset with the ability to anticipate and resolve issues for clients and team members, along with impeccable follow-through.
• Highly detail-oriented, accurate, organized, and able to set priorities autonomously.
• Minimum of 5 years within the insurance, investment, or financial service industry.
• Investment and Insurance Licenses
• Highly proficient technical skills with the ability to analyze quantitative and qualitative information.
• Coachable, self-aware, passionate about learning and willing to be vulnerable.
• Bachelor’s degree in Finance, Economics, Accounting, or other business-related degrees.
• Industry relevant certifications such as ChFC, CFP, CFA, CWM and RICP.

Additional Requirements

• Tech-savvy with experience in both proprietary and mass-market systems.