Wealth Planning & Client Delivery Lead

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 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.