Private Wealth Advisor

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

The role is 3x a week on site.

Candidates MUST have their CFP and client facing advisor experience.

Our client is seeking a CFP to be a private wealth advisor. The role is to manage a client relationship segment for a growing firm.

CLIENT RELATIONSHIP MANAGEMENT

○ Meet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape.

○ Identify and recommend new planning strategies, investment opportunities, and financial solutions within client discussions.

○ Build long-term client relationships, including potential referrals to second-generation clients and prospective clients.

FINANCIAL PLANNING & STRATEGY

○ Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients.

○ Provide strategic input on financial plans, ensuring they align with the client's timeline, risk tolerance, and financial goals.

○ Synthesize multiple areas of financial planning into a holistic strategy, including:

■ Investment planning

■ Retirement planning & income distribution strategies

■ Estate planning concepts

■ Insurance analysis (life, disability, long-term care)

■ Asset & liability management

■ Tax implications & optimization strategies

■ Education funding & major purchase planning

■ Business planning and succession strategies

COLLABORATION & TEAMWORK:

○ Partner with internal financial planners to design and deliver comprehensive financial plans. Advisors focus on strategy and execution of the plan.

○ Work collaboratively within the firm to enhance client experience and optimize financial outcomes. Qualifications

○ Bachelor’s Degree

○ CERTIFIED FINANCIAL PLANNER® professional designation

○ Operates with a caring and collaborative attitude

○ Ability to be in our Manhattan Beach office 3x/week (this is a hybrid role)

○ 5 years of experience in investment strategy, client relationship management, and financial planning within a broker-dealer or FINRA-registered environment. FINRA registration is required to be an advisor (minimum FINRA series 7, SIE, 63 (or 65,66) or willingness to obtain within the first six months)

○ Strong consultative and communication skills

Compensation & Benefits •

Total Compensation range: $164,000 – $280,000, depending on experience and qualifications.

Comprehensive benefits package, which may include:

o Medical, dental, and vision insurance o Retirement plan (e.g., 401(k)) o Paid time off and holidays o Additional wellness and professional development benefits Additional Information This position is classified as exempt under California wage and hour laws. Employment is at-will, meaning that either the employee or the company may terminate employment at any time, with or without cause or notice, subject to applicable law.