Lead Advisor - Columbus
1 month ago
Job summary
We are hiring a growth-minded Lead Advisor with a CFP or CFA designation to join our award-winning team If you're ready to elevate your career with a leading wealth management company with a commitment to giving back let's go Our ideal candidate is a self-starter with a strong background in business development and client advisory services You define ambition , passion for purpose , both in life and in your approach to helping clients navigate their financial decisionsA Lead Advisor is primarily responsible for driving new business while maintaining high standard of client service and team leadership The majority of time is dedicated to business development , managing book of clients as Wealth Advisor overseeing Diamond Team typically composed three other team members Interacting high-net-worth individuals executives business owners families you 're confident being yourself possess high emotional IQ You 're articulate polished have aptitude for financial vernacular Extremely analytical great listener master data gathering drafting goals creating financial plans speak clients language Your commitment making positive impact people lives parallels drive personal professional growth Mission Wealth offered 360-degree wealth management services affluent families since 2000 dynamic planning process ensures every piece puzzle put place clients lives unfold needs evolve gives them complete picture confidence financial future Key Responsibilities Business Development Client Acquisition Develop leads referrals expand firm client base Meet prospective clients present tailored proposals solutions Represent firm networking events branch presentations Client Relationship Management Personally manage book generate approximately $1MM revenue typically -clients Ensure exceptional satisfaction retention proactive planning Collaborate address entire financial picture estate tax strategies long-term wealth management Leadership Team Development Lead high-performing growth-oriented team Run weekly huddle conduct regular check-ins quarterly conversations annual reviews Provide technical guidance collaborators What Bring Experience Expertise Years experience advisory services including relationship management development wealth planning Extensive advising high-net-worth families comprehensive planning investment strategies estate tax cash flow philanthropy Familiarity tools Salesforce MoneyGuide eMoney TamaracAdvisorView Holistiplan Hidden Levers Proven ability mentor manage coach members driving revenue through custodial referral platforms community involvement asset gathering COI &client referrals Leadership Skills Confidence poise gravitas trusted advisor affluent families Ability strategically align plans coordinate external advisors High emotional intelligence EQ communication skills written verbal listening presentation Strong leadership fostering performance professional development collaboration Entrepreneurial mindset self-starter attitude work ethic Certifications Attributes CFP required additional certifications strongly preferred Commitment ethical standards proactive service continuous learning Results-driven adaptable fast-paced environment Excellent attention detail time multi-tasking abilities Job Type Full-time salaried non-exempt Location Hybrid position based Columbus Ohio Salary Base bonuses Total compensation$
Job description
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