Senior Wealth Advisor & Team Lead

Kestra Financial; Richmond (AL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

401(k) plan

Health insurance

Professional development

Tuition reimbursement

Job summary

You will own the client experience, lead investment strategy, and ensure high-quality planning through the advisory staff. Travel to the Richmond, VA area is required for client events as needed.

Qualifications

• Licenses: Series 7 and Series 66 or equivalent; CFP certification preferred.
• 5+ years in client-facing advisory or wealth management.
• Strong financial planning and investment oversight knowledge.
• Experience leading or mentoring support staff.
• Excellent public speaking and client presentation skills.
• Willingness to travel to the Richmond, VA area.

Responsibilities

• Own the client relationship as primary contact and drive retention.
• Lead investment strategy including portfolio management and proposals.
• Deliver comprehensive financial plans through the advisory support team.
• Oversee client experience with CRM, planning software, and tech.
• Lead and manage advisory support roles and maintain team accountability.
• Put clients first in every recommendation with empathetic guidance.
• Assess risks and opportunities to anticipate client needs.
• Develop tailored wealth strategies and maintain high advice quality.
• Ask questions to uncover client needs and adapt tools accordingly.
• Lead service advisors with clarity, sharing credit and driving firm success.

Skills

Client relationship management

Public speaking

Leadership

Financial planning

Investment management

Travel willingness

Education

Series 7 license

Series 66 license

CFP certification

Tools

CRM software

Planning software

Client-facing technology

Job description

You will own the client experience, lead investment strategy, and ensure high-quality planning through the advisory staff. Travel to the Richmond, VA area is required for client events as needed.