Relationship Manager (Financial Advisor)

Lead Advisor; Stati Uniti; Ibrido; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical coverage

Flexible remote/hybrid work

Descrizione del lavoro

Lead Advisor is a wealth management consulting and search firm recruiting for a client firm. The Associate Private Wealth Advisor serves as the trusted primary contact for an established client base, delivering personalized service and holistic planning.

This national, primarily virtual role leverages firm-provided tools and Zoom to deliver comprehensive financial planning solutions. The ideal candidate has 5+ years of client-facing advisory experience and a passion for holistic financial

Competenze

• At least 5 years of client-facing advisory experience.
• Strong passion for holistic financial planning.
• Ability to thrive in a national, virtual practice with remote collaboration tools.
• Proficiency with Zoom or similar platforms.

Mansioni

• Expand the client base through referrals and next-generation relationship development.
• Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies.
• Lead discovery meetings, plan presentations, and periodic review sessions to ensure alignment with client goals and risk profiles.
• Prepare and present financial plans and recommendations.
• Maintain and strengthen long-term client relationships through exceptional service.
• Update client plans and recommend appropriate financial products and strategies.
• Ensure a consistently high-quality client experience across all interactions.

Conoscenze

Client advisory experience

Relationship management

Business development

Holistic financial planning

Descrizione del lavoro

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

The Associate Private Wealth Advisor (Relationship Manager) is responsible for serving as a trusted

primary point of contact for an established client base, delivering exceptional, personalized service.

This role leverages firm-provided tools, technology, and processes to deliver comprehensive, client-

centered financial planning solutions.

The ideal candidate brings at least five years of client-facing advisory experience and demonstrates a strong passion for holistic financial planning. This individual thrives in both relationship management and business development, proactively identifying opportunities to deliver additional value to clients.

This role operates within a national, primarily virtual practice and requires proficiency with remote

collaboration tools such as Zoom.

Key Responsibilities

• Expand the client base through referrals and next-generation relationship development.
• Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies
• Lead discovery meetings, plan presentations, and periodic review sessions to ensure alignment with
• Prepare and present financial plans and recommendations
• Maintain and strengthen long-term client relationships through exceptional service
• Update client plans and recommend appropriate financial products and strategies
• Ensure a consistently high-quality client experience across all interactions

Business Development

• Identify, attract, and onboard new clients focusing on 2nd generation planning
• Generate referrals from existing client relationships
• Adapt quickly in a dynamic, fast-paced environment
• Collaborate effectively within a team while maintaining the ability to work independently
• Uphold strict confidentiality and professional integrity
• Competitive base salary with performance-based bonus
• Comprehensive benefits package, including medical coverage
• Flexible remote and/or hybrid work environment