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

Our client, an award winning wealth management and planning practice in Westport, is hiring a teamed lead advisor to continue to deliver first class service to their clients. The right candidate should have experience as a client facing advisor and a passion for the planning process. The primary responsibility of the lead advisor is to continue to provide dynamic planning to existing clients, conduct client reviews and collaborate with team members to execute an unmatched client experience.

Responsibilities (but not limited to):

· Sit second chair on senior advisor/founding partner’s client meetings to build relationships and understanding planning philosophy with clients.

· Conduct reviews for a client segment to ensure their investment, advanced planning and insurance strategies are connected to their updated goals. In addition, identify any new planning opportunities.

· Gain referrals and introductions from existing clients to new potential clients or next generation clients.

· Work with the investment, planning and operations team to collaborate on analysis, recommendations and service items.

Qualifications:

· Bachelors Degree

· 3 years of financial planning experience

· CFP preferred (or obtain in first 18 months with the firm)

· Series 7 and 66 and LAH insurance license

Four Days In office, One Day Remote.

Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.

Job Type: Full-time

Pay: $125,000.00 - $175,000.00 per year

Benefits:

• Paid time off

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person