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    Lead Financial Advisor - San Diego, United States - Claire Myers Consulting

    Claire Myers Consulting
    Claire Myers Consulting San Diego, United States

    1 week ago

    Default job background
    Description
    Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing

    Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to grow with them in their fast-paced environment. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, be systems-oriented and have strong organizational skills. In return, you will find this position offers flexibility, a collaborative team atmosphere, and opportunities for personal and professional growth.

    Responsibilities
    • Serves as primary client-facing point of contact on behalf of the firm for a newly acquired book of business
    • Focuses on complete client care and delivering on promises made to the client
    • Directly responsible for client satisfaction with firm and retention of client accounts
    • Manages and supervises formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individually
    • Increase assets under management from an assigned client base
    • Develop new revenue opportunities to service existing clients more effectively
    • Build Loyal Client Advocates and produce new clients through those relationships
    • Publicly represents the firm's strategic brand
    • Participates in and contributes to firm leadership
    • Maintains familiarity with the industry and economic trends
    • Maintains knowledge of and shows the ability to apply compliance standards
    • Works collegially and productively with clients, peers, and other team members
    Requirements
    • Minimum of 5 years of financial planning experience (with Insurance and Investments)
    • Clean compliance record
    • Excellent communication and problem-solving skills
    • Securities (6 & 63 or 7) and life & health insurance licenses
    • Ability to work with a close-knit team
    • CFP designation
    Compensation
    • $100-135K base salary plus motivating commissions in addition to benefits and profit sharing
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