Lead Financial Advisor

Lead Advisor - Financial ServicesEastland, TXFull Time, Permanent & HybridJob DescriptionJob DetailsJob Title: Lead Financial AdvisorPossible Relocation IncentivePosition Type: Full-timeLocation: In-Office or Hybrid. Remote 2 days/week. On site 3 days/week spent in Eastland, TexasRequirements:Financial planning experience.CFP, CWS, and/or ChFC strongly preferred.Securities Series 65, Life & Health insurance licensing required.Deep understanding of holistic financial planning, with a tax planning focus.Strong, proactive communication and relationship‐building skills.Proven success collaborating with a multi‐role advisory team.Proficiency in CRM, planning software, and Microsoft 365.Take extreme ownership and accountability of your work.Generous collaboration, with egos checked at the door.A hunger to keep sharpening your skills and strategies to grow alongside the firm.Thanks & Regards,Saiyed R (Daniel)Executive RecruiterBrightpath Associates LLC