Senior Wealth Advisor & Client Growth Lead

Kestra Financial; Richmond (VA); On-site; USD 140,000 - 180,000; Full time

Job summary

Kestra Financial seeks a Lead with Purpose to manage the advisory support team while overseeing client relationships, financial planning, investment analysis, and trade execution under senior oversight to drive client service excellence and growth.

The role emphasizes leadership of advisory staff, deep planning and investment acumen, and a client-first approach across engagements. Occasional travel to the Richmond, VA area is required.

Qualifications

• 5+ years in a client-facing advisory or wealth management role.
• Series 7 and Series 66 licenses; CFP credential.
• 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.

Responsibilities

• Own the client relationship as primary contact and drive retention and growth.
• Lead investment strategy for clients, participate in Investment Committee.
• Own the financial plan and its delivery through the advisory support team.
• Own the client experience and the tools powering it (CRM, planning software).
• Lead and manage advisory support roles, set expectations and accountability.
• Put the client first in every recommendation with empathy and life context.
• Guide clients toward wealth goals, assess risks and opportunities.
• Develop tailored planning and investment strategies and maintain high advice quality.
• Ask questions to uncover needs and adopt better tools and ideas.
• Lead Service Advisors with clarity and share credit for success.

Skills

Public speaking

Staff leadership

Financial planning

Investment management

Portfolio oversight

Travel willingness

Education

CFP certification

Series 7 license

Series 66 license

Job description

Kestra Financial seeks a Lead with Purpose to manage the advisory support team while overseeing client relationships, financial planning, investment analysis, and trade execution under senior oversight to drive client service excellence and growth.

The role emphasizes leadership of advisory staff, deep planning and investment acumen, and a client-first approach across engagements. Occasional travel to the Richmond, VA area is required.