Lead Wealth Advisor - CFP

About the role

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. You will immediately inherit approximately 100+ client households and over $100M in client assets.

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

Benefits

• Company‑paid travel for required client visits
• Opportunity to become a key advisor within a growing wealth management firm
• Urgent succession opportunity with significant client responsibility from day one

Pay

• $170,000‑$180,000+ base salary
• Bonus opportunity targeted around 20%+ of base salary

Schedule

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