Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com
CFP in a Second Chair Role:
Role profile
Our client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and experienced leading provider, the Second Chair Wealth Advisor, using broad investment products and exceptional customer service, will drive client relationship growth while delivering outstanding financial guidance.
Job Description
Foster and nurture strong, long-term relationships with the firms with existing clients to deeply understand their financial objectives, life stages, and evolving needs, identifying opportunities to provide additional value and growth assets under management.
Provide strategic advice on investment opportunities, asset allocation, risk management, estate planning, tax strategies, and other financial matters to help clients achieve their long-term objectives.
Develop and execute personalized wealth management plans tailored to the client's unique financial circumstances, incorporating investment strategies, risk management, estate planning, and tax optimization.
Collaborate closely with internal teams and external specialists to deliver comprehensive financial solutions that exceed client expectations.
Continuously maintain a deep understanding of market trends, regulatory changes, and industry best practices to deliver cutting-edge advice and insights to clients.
Regularly review and adjust clients' portfolios in response to changes in the market, life events, or economic conditions.
Uphold compliance standards and ethical guidelines while delivering high-quality advice.
Cultivate new growth relationships through networking events, referrals, and participation in industry events to expand the firm's relationship opportunities.
Qualifications
Bachelor's degree in Finance, Economics, Business, or related field (Master's degree or CFP/CFA certification preferred),
Proven record of accomplishment and success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships.
Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients.
Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques.
Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively.
Excellent communication skills to articulate complex financial concepts clearly and effectively.