Lead Advisor · 18 hours ago
Associate Private Wealth Advisor
Boise Metropolitan Area
Full-time
Onsite
Mid, Senior Level
$90K/yr - $115K/yr
5+ years expLead Advisor is a wealth management consulting and search firm, and they are seeking an Associate Private Wealth Advisor. This role involves managing existing client relationships, delivering financial plans, and supervising client servicing team members.
ConsultingHuman ResourcesWealth Management
Responsibilities
Assist the Private Wealth Advisor in the onboarding of a new client by providing planning support and implementation of the financial plan
Deliver exceptional client support by understanding the recommendations identified in review meetings and effectively delegating tasks to service team members while providing communication to clients
Be able to make recommendations for planning solutions while being a trusted source of information for clients and team members
Serve as the primary point of contact for client relationships and provide support in interim of annual reviews with the Private Wealth Advisor. Understand the client’s financial circumstance and objectives
Collaborate with the Marketing team to identify leads and tactfully request client referrals when appropriate
Responsible for quality control of client deliverables such as plans, analysis, and presentations
Review client meeting preparation material and make edits as needed to presentation material, agendas, and forms
Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning, Investment, and Marketing teams
Provide training and management for client services team members. Communicate clearly and consistently with feedback for direct reports and team members
Qualification
Required
Exemplary written and verbal communication skills with the ability to present complex topics clearly and simply
Proactive mindset with the ability to anticipate and resolve issues for clients and team members, along with impeccable follow-through
Highly detail-oriented, accurate, organized, and able to set priorities autonomously
Minimum of 5 years within the insurance, investment, or financial service industry
Hold Idaho Life, Health, and Long-Term Care insurance licenses and FINRA Series 7 and 63 licenses
Highly proficient technical skills with the ability to analyze quantitative and qualitative information
Coachable, self-aware, passionate about learning and willing to be vulnerable
Tech-savvy with experience in both proprietary and mass-market systems
Preferred
Bachelor's degree in Finance, Economics, Accounting, or other business-related degrees
Industry relevant certifications such as ChFC, CFP, CFA, CWM and RICP
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase