Lead Advisor

Position Overview

We are seeking a skilled and client-focused Lead Advisor to join our fast-growing team. As a Lead Advisor, you will be a primary point of contact for our clients, responsible for delivering our signature "Wealth Designed" financial planning experience. You will lead client meetings, develop sophisticated financial plans, and manage the end-to-end implementation and monitoring of tailored wealth solutions.

While this is a fully remote position, we are looking for candidates located in the Southern California area to facilitate occasional in-person client meetings or team collaboration. This role is ideal for a high-impact professional who thrives in a collaborative, ensemble-based firm and is passionate about putting our clients' best interests first.

Key Responsibilities

• Client Relationship Management: Act as the primary advisor for a dedicated group of clients, conducting regular review meetings and providing proactive, high-touch service.
• Financial Plan Development: Lead the creation of comprehensive financial plans, incorporating tax strategy, retirement planning, and estate considerations.
• Implementation & Monitoring: Execute and monitor investment and planning solutions, ensuring all recommendations are implemented accurately across custodial platforms.
• Technical Analysis: Utilize advanced planning tools for tax analysis and portfolio risk assessment to deliver data-driven advice.
• Social Security & Retirement Strategy: Leverage specialized software to model Social Security claiming strategies and other retirement-specific income solutions.
• Collaboration: Work closely with the Director of Financial Planning and other cross-functional teams (Operations, Tax, and Marketing) to drive high-quality client outcomes.

Qualifications

• Credentials: CFP® certification is highly preferred, though we are open to equivalent experience and a commitment to obtaining the designation.
• Experience: Minimum of 5 years of experience in financial planning, specifically in a client-facing advisory role within an RIA environment.
• Technology Proficiency: Proficiency with financial planning software (e.g., MoneyGuidePro), custodial platforms (e.g., Fidelity/Schwab), and tax/risk analysis tools (e.g., Holistiplan, Riskalyze) is a strong plus.
• Communication Skills: Exceptional ability to lead client meetings and simplify complex financial concepts into actionable advice.
• Strategic Thinking: Ability to build and implement comprehensive plans that align with long-term client goals.

Compensation & Benefits

• Performance-based bonus opportunity
• Fully remote work environment (with Southern CA local preference)
• Opportunities for professional growth and advancement
• Supportive, collaborative team culture focused on client success
• 401(k) with Profit Sharing
• Health, Dental, Vision, Life Insurance
• Paid Time Off
• Paid Family Leave
• Flexible Remote Work
• Tuition Reimbursement

What We Offer

You'll join a supportive, collaborative team focused on client success and professional growth.

We provide a positive work environment, ongoing training, and all the tools and support you need to succeed.

Core Values

• Clients' Best Interest First
• Accountability
• Reputation
• Fun
• Integrity and Honesty
• Passion

About Us

We aim to advise 600 families and manage over $1 billion in assets under management (AUM). Currently, we serve 450 families and businesses, with over $630 million in AUM (as of October 2025). We are a fast-growing Registered Investment Advisor (RIA) that delivers a signature financial planning experience, Wealth Designed, and we are rapidly scaling our team, systems, and impact