We are an award winning, Forbes recognized premier wealth management firm that delivers exceptional
experience and unique planning strategies, positioning us an indispensable part of our clients’ lives. Our
clients are successful professionals, business owners, and high-net-worth families who frequently tell their
friends and family about us. We continue to stay on the cutting edge of planning strategies and plan for our
clients as we would our own family. Our team consists of people who want to make a true impact in our
clients’ lives, by valuing the client experience and pursuing personal and professional growth.

The Lead Advisor is responsible for developing deep relationships with their clients, providing personalized
integrated planning solutions, and delivering exceptional advisory experiences and results.

Duties and Responsibilities:

Financial Planning & Investment Management (50%)Business Development (40%)Client Service (10%)• Serves as primary client-facing point of contact on behalf of firm
• Leads client meetings by developing and communicating fully integrated planning recommendations
• Conducts existing client reviews
• Focus on complete client care and delivering on promises made to client
• Established new markets that align with the firm’s mission, vision and values
• Formulates and implements individualized risk and investment strategies
• Maintains and nurtures generational relationships with firm’s existing clients
• Connects and develops relationships with existing client’s next generation
• Builds Loyal Client Advocates and generate new clients through those relationships
• Represents firm’s strategic brand
• Participates in and contributes to firm leadership
• Maintains familiarity with industry and economic trends
• Maintains knowledge of, and shows ability to apply, compliance standards
• Works collegially and productively with clients, peers and other team members
• Contributes to growth of firm by expanding existing client relationships and attracting new clients
• Mentors, trains, and develops junior members of the firm’s advisory team

Minimum Requirements:• Minimum of 5 years of financial planning experience
• Excellent communication and problem-solving skills
• Securities (6/7 & 63/66) and life & health insurance licenses
• CFP designation preferred
• History of clean compliance record

Performance Skills:• Excellent communication and problem-solving skills
• Ability to work with a close-knit team
• Strong customer focus, excellent social skills, and team oriented
• Strong communication skills, attention to detail and consistent follow through
• Punctual, and brings a positive mindset and upbeat energy into the office
• Ability to multi-task, prioritize, and work efficiently