Lead Advisor · 5 hours ago
Client Advisor
United States
Full-time
Remote
Mid Level
$60K/yr - $80K/yrLead Advisor is a wealth management data analytics company seeking a Client Advisor to onboard, serve, and coach their financial advisor clients. The role involves creating a world-class onboarding experience, developing client relationships, and coaching on practice management topics.
ConsultingHuman ResourcesWealth Management
Responsibilities
Creating a world class onboarding experience for the wealth management advisors and ensembles that subscribe to our service
Develop relationships and an understanding of our client’s team dynamic and their clientele to best integrate the software into their own client experiences and processes
Availability to coach clients on practice management topics such as client segmenting, household opportunities and other cross servicing tying to the data analytics software
Work closely with the founder of the technology to improve the tool and experience and grow the company
Triage ongoing client questions
Qualification
Required
Experience in the financial planning space
Comfortable with SaaS
Preferred
Bachelors Degree
Experience as an advisor (lead advisor, service advisor, second chair)
Ability to coach and provide unmatched client experiences
Intermediate product knowledge expertise on both risk and investments
Intermediate excel skills
Comfortable with CRM systems and reporting technologies
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase