Lead Financial Advisor - CFP - job 3 of 12

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsFantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans!This Jobot Job is hosted by Jeremy PikeAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $100,000 - $300,000 per yearA Bit About UsOur firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.Why join us?Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following• Lucrative payouts• Profit Sharing• Fully-paid health benefits• Work/life balance• FlexibilityJob DetailsResponsibilities• Oversees client relationships, provides an outstanding experience, and crafts, executes, and manages a wealth management strategy that aligns with their passions and goals.• Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.• Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor.• Actively develops and strengthens connections within the community.• Builds and nurtures strong relationships with custodial retail branches in partnership with the national team.• Leads a local service team with strong collaboration to ensure high client retention and satisfaction, maintaining an unwavering focus on exceptional service.Qualifications• Must be a Certified Financial Planner and minimum of a Bachelor's degree• Have a minimum of 6 years of experience in financial and/or estate planning within a professional financial services company or wealth management firm.• Be proficient in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!