Lead Advisor

What You’ll Do

• Manage client relationships and guide them toward wealth goals.
• Create and review financial plans, implement strategies, and recommend investments.
• Participate on the firm’s Investment Committee and lead plan execution.
• Communicate proactively to address changing client needs.
• Supervise advisors and coordinate support staff for seamless service.
• Provide feedback and help train professional staff.
• Deepen client relationships and generate referrals.
• Build expertise and presence in target markets.
• Execute a personal business plan aligned with firm growth goals.
• Network with professionals and attract new clients through marketing and community engagement.

What You Bring

• A 4-year degree
• PREFERRED: Advanced industry certification such as CFP
• MINIMUM: 5 years of experience in this role
• SERIES 7 REQUIRED
• SERIES 65 AND SERIES 63 OR SERIES 66 REQUIRED
• Texas General Lines-Life, Accident and Health PREFERRED and willingness to pursue certification while serving in this role
• EXPERTISE IN FINANCIAL PLANNING AND THE ABILITY TO CREATE TAILORED STRATEGIES FOR DIVERSE CLIENT NEEDS
• STRONG KNOWLEDGE OF INVESTMENT MANAGEMENT PRINCIPLES AND PORTFOLIO OVERSIGHT
• EXCEPTIONAL CLIENT SERVICE SKILLS WITH A FOCUS ON BUILDING LONG-TERM RELATIONSHIPS
• PROVEN LEADERSHIP AND MANAGEMENT EXPERIENCE TO GUIDE AND SUPPORT TEAM MEMBERS
• EXCELLENT PUBLIC SPEAKING AND PRESENTATION SKILLS TO ENGAGE CLIENTS AND REPRESENT THE FIRM EFFECTIVELY