Lead Advisor · 13 hours ago
Lead Planner
San Francisco Bay Area
Full-time
Hybrid
Senior Level
$150K/yr - $180K/yr
7+ years expLead Advisor is a wealth management consulting and search firm, seeking an experienced Lead Planner to serve as a cornerstone of their advisory team. This role involves managing an established client segment and collaborating with partners to design sophisticated financial plans.
FinanceConsultingHuman ResourcesWealth Management
Responsibilities
Lead Advisor: Serve as the primary point of contact for an assigned segment of the firm’s clientele, conducting regular reviews and proactively identifying planning opportunities
The "Advice Architect": Work alongside Senior Partners to interpret complex data and create sophisticated financial plans covering retirement, estate, and risk management
Tax Integration: Collaborate with our tax department to ensure every financial plan is optimized for tax efficiency (e.g., Roth conversion ladders, tax-loss harvesting, etc)
Technical Specialist: Act as the firm’s subject matter expert on complex planning scenarios, including retirement planning, stock option analysis, estate flowcharts, and charitable giving strategies
Process Innovation: Act as a thought leader in refining the firm’s planning philosophy and "Client Experience" roadmap
Mentorship: Guide and review the work of Associate Planners to maintain the firm’s high standards of accuracy and professional delivery
Qualification
Required
7+ years of comprehensive financial planning experience, preferably within an RIA or multi-family office environment
Bachelor's Degree required
Certified Financial Planner (CFP®) designation is required (or must be sit-ready within 6 months)
Proficiency in modern planning software (e.g., eMoney, RightCapital, or MoneyGuidePro) and CRM systems (e.g., Redtail, Wealthbox, or Salesforce)
Exceptional 'EQ' with the ability to translate complex financial concepts into relatable, actionable advice for clients
Benefits
Base salary
Annual bonus
Variable performance incentives
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