Lead Wealth Advisor - CFP

About the Opportunity

We’re partnering with an established wealth management firm that has an urgent need for an experienced Lead Wealth Advisor. This is a rare opportunity to step directly into an established book of approximately 100+ households. Your first priority is client retention, financial planning, and relationship management – not cold prospecting or building a book from scratch.

Responsibilities

• Become the primary advisor for approximately 100+ existing households.
• Lead client meetings and own long‑term client relationships.
• Manage and deliver comprehensive financial plans in eMoney.
• Provide investment strategy, portfolio oversight, and recommendations.
• Identify planning opportunities across retirement, tax, estate, risk, and investment needs.
• Lead and mentor Service Advisors and advisory support staff.
• Drive client retention, referrals, and additional wallet share.
• Participate in investment strategy and portfolio discussions.

Requirements

• CFP® certification – highly preferred.
• Series 7 – highly preferred.
• Series 66 OR Series 63 + Series 65 – highly preferred.
• eMoney experience – highly preferred.
• 5+ years of client‑facing financial advisory / wealth management experience.
• Experience personally managing high‑net‑worth client relationships.
• Strong comprehensive financial planning background.
• Strong understanding of investment management and portfolio strategy.
• Experience leading client meetings independently.
• Experience mentoring or directing advisory support staff.
• Strong communication and presentation skills.

Compensation

Base salary $170,000–$180,000+ with a bonus opportunity targeted around 20%+ of base salary.

Schedule

Hybrid schedule: Monday‑Thursday in office, Friday remote.

Benefits

• Company‑paid travel for required client visits.
• Immediate inheritance of approximately $100 M+ in client assets.
• No aggressive prospecting or cold‑calling expectations.
• Opportunity to become a key advisor within a growing wealth management firm.
• Urgent succession opportunity with significant client responsibility from day one.