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Producer / Lead Advisor
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$65,000 - $90,000 a year
Full-time
- Our client, a successful and rapidly-growing boutique wealth management firm, is looking to add an experienced Lead Advisor to manage and provide financial planning advice to existing clients, as well as develop new business.
- They are expecting to double our revenues over the next 4-5 years and need talented, hardworking individuals who are expected to contribute not only in their specific roles, but also to the direction and growth of the overall enterprise.
- The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning and risk management.
- Responsibilities Develop thorough understanding of each clients' financial situation to create and deliver a suitable financial strategy for the client's goals Communicate with clients to discuss the client's investment objections, goals, needs and expectations to make recommendations.
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