Note: The job is a remote job and is open to candidates in USA. Lead Advisor, a wealth management consulting and search firm, is recruiting for an unnamed client firm. The Associate Private Wealth Advisor (Relationship Manager) serves as the primary contact for an established client base, providing personalized service and holistic financial planning. The role also focuses on developing client relationships, attracting new clients, and generating referrals in a primarily virtual practice.
Responsibilities
- Expand the client base through referrals and next-generation relationship development
- Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies
- Lead discovery meetings, plan presentations, and periodic review sessions to ensure alignment with client goals
- Prepare and present financial plans and recommendations
- Maintain and strengthen long-term client relationships through exceptional service
- Update client plans and recommend appropriate financial products and strategies
- Ensure a consistently high-quality client experience across all interactions
- Identify, attract, and onboard new clients focusing on 2nd generation planning
- Generate referrals from existing client relationships
- Adapt quickly in a dynamic, fast-paced environment
- Collaborate effectively within a team while maintaining the ability to work independently
- Uphold strict confidentiality and professional integrity
Skills
- The ideal candidate brings at least five years of client-facing advisory experience and demonstrates a strong passion for holistic financial planning
- This individual thrives in both relationship management and business development, proactively identifying opportunities to deliver additional value to clients
- This role operates within a national, primarily virtual practice and requires proficiency with remote collaboration tools such as Zoom
- Collaborate effectively within a team while maintaining the ability to work independently
- Uphold strict confidentiality and professional integrity
Benefits
- Performance-based bonus
- Employer-matched 401(k) plan
- Comprehensive benefits package, including medical coverage
- Flexible remote and/or hybrid work environment
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