Lead Financial Planner / Lead Advisor

About the role

We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead Advisor to take ownership of an established book of 100+ client relationships.

Responsibilities

• Serve as the primary advisor for high-net-worth client relationships
• Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer
• Take over and manage 100+ client relationships from firm leadership
• Build deep, long-term relationships through proactive guidance and strong follow-through
• Partner with CPAs, estate attorneys, investment teams, and other professionals
• Identify opportunities to retain, deepen, and grow client relationships
• Mentor Associate Advisors and Financial Planners
• Help improve the client experience, planning process, and service model

Requirements

• CFP designation required
• 7+ years of financial planning or wealth management experience
• Experience working with high-net-worth clients
• Strong client management skills and polished communication style
• Strong understanding of holistic planning, not just investments
• Able to explain complex strategies in a simple, confident way
• Experience mentoring junior advisors or planners preferred
• Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment

Qualifications

Not specified

Skills

Not specified

Benefits

Not specified

Pay

$135,000-$150,000 base salary

Schedule

100% Onsite