Note: The job is a remote job and is open to candidates in USA. Lead Advisor, LLC is recruiting for an unnamed wealth management client seeking an advisor to manage and optimize existing client accounts. The role focuses on client service, financial advice and planning, growing the client book, performance reporting, and compliance.
Responsibilities
- Serve as the primary point of contact for existing clients, managing their investment and insurance accounts and delivering exceptional service
- Conduct systematic reviews of client accounts guided by their financial plans and according to client segmentation standards
- Actively pursue and propose additional financial products and services to existing clients
- Grow the existing book by bringing on new clients created by networking for referred leads and second generation contacts
- Provide expert financial advice and create customized financial plans to help clients achieve their objectives
- Stay informed on industry trends, products, and investment opportunities to offer relevant and up-to-date advice
- Monitor and report on the growth of AUM, Premium, and New clients within the book
- Track and report on lead generation activity and results
- Report on key metrics and progress towards revenue and client engagement goals
- Ensure all client interactions and transactions comply with regulatory standards and company policies
- Maintain up to date client contact information, demographic and beneficiary data and client segmentation status
- Maintain accurate and thorough records of all client interactions in CRM
Skills
- Must care deeply about our clients
- Bachelor's degree required
- Series 7 Licensed
- Proven experience in financial services with strong knowledge of insurance products and investment strategies
- Excellent client relationship and communication skills
- Proficiency in financial software and CRM systems
- Financial certifications (e.g., CFP, CFA) preferred
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