Lead Wealth Advisor

About the role

Reporting to the Principal, the Lead Wealth Advisor will play a key role in leading the Sikich Financial client services team, guiding clients and executing their overall wealth strategy. Wealth Advisors coordinate well-developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.

Responsibilities

• Manage complex client situations with a comprehensive and strategic wealth management approach.
• Compile and analyze client financial data, researching specific financial planning and income tax issues.
• Implement, monitor, re-balance, and tax-manage client portfolios.
• Create the Investment Policy Statement by assessing the client’s ability, willingness, and need to take investment risks.
• Guide clients through emotional market fluctuations to ensure a disciplined and successful investing experience.
• Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive financial guidance.
• Assist the Team with on-boarding new clients.
• Develop or leverage specialized expertise across multiple functional and technical areas, serving as an SME.
• Demonstrate a deep understanding of our investment philosophy and strategy, effectively communicating our story with clarity and confidence.
• Work efficiently and collaboratively with both Wealth and CPA team members to ensure integrated client support.

Requirements

• Bachelor’s degree, preferably in accounting or finance.
• Five (5) plus years’ experience as a fee-based Advisor in the field of accounting, finance, or a related professional field.
• Series 65 licensing, required.
• CFP or CPA/PFS, preferred.
• Excellent communication and listening skills, with the ability to multitask effectively.
• Expertise in processing complex financial scenarios, with a strong understanding of the company’s investment strategy, philosophy, and policy.
• High attention to detail and accuracy.
• Proficient with multiple software programs.

Skills

• Values driven – You embody and model absolute integrity and servant leadership and have a bias for action and continuous innovation.
• Uncompromising problem solver – You see opportunities in every business challenge and can develop, articulate, and implement solutions.
• Collaboration – You are a relationship builder across all levels of the organization and across all business units.
• Instills trust – You do what you say, without ego, and follow through on commitments consistently and credibly.
• Impact & influence – You are relentlessly focused on making a difference and can gain support for ideas, proposals, and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology, and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams, and communities accelerate success. Sikich has approximately 2,000 team members and operates across North America, EMEA, and APAC.

Pay

In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $131,250.37. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

Benefits

• Flexible Time Off (FTO) Policy – activated on your first day, allowing use of paid time off (personal time, mental/physical health care, vacation, sick leave, etc.) without waiting for accrual.
• Paid holidays, including time off the last week of the calendar year when client and project work permits.
• Comprehensive wellness program with rewards for participation.
• Flexible work arrangements.
• Health, dental, vision, life, and accident/death/disability insurance options.
• HSA employer contribution.
• Nine (9) paid holidays annually.
• Robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four (4) paid exam days & four (4) paid study days.
• Tuition reimbursement.
• Generous employee referral bonus program.
• Client referral bonus program.
• Pet insurance.
• FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer.