Lead Advisor · 5 hours ago
Senior Financial Advisor
New Haven, CT
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
7+ years expLead Advisor is seeking a Senior Financial Planner responsible for leading client engagements and delivering comprehensive financial planning solutions. This role requires deep technical expertise and exceptional client relationship management skills.
ConsultingHuman ResourcesWealth Management
Hiring Manager
Kyla Azzato
Responsibilities
Lead the drafting, delivery, and implementation of complex financial plans
Perform asset allocation analysis and custom financial decision modeling for clients
Prepare presentations and other materials necessary for client meetings
Serve as the primary relationship manager, leading client meetings and responding to complex inquiries
Oversee financial plan execution in collaboration with the Investment Management Team and other internal resources
Take the lead on client reviews, ensuring proactive planning and exceptional service delivery
Support and embody the firm’s mission, vision, and strategic objectives
Contribute to the refinement and improvement of the firm’s planning methodology and processes
Represent the firm in professional settings and uphold its reputation for excellence
Engage in teamwork and integrate into the firm’s collaborative culture
Partner with other Financial Advisors to drive business development
Contribute to marketing and outreach initiatives to attract ideal clients
Attend and contribute to business development meetings
Support the referral stream through exceptional client service
Qualification
Required
Bachelor's degree
CFP® certification required
Seven or more years in financial planning or wealth management, with a proven track record in client leadership
Mastery of the financial planning process
Advanced technical expertise in planning areas such as investments, budgeting, taxes, risk management, and estate planning
Expert use of technology and planning tools utilized by the firm
Strong project management and organizational abilities
Exceptional written and verbal communication skills
Preferred
Series 65
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase