Lead Advisor

Kestra Holdings•Plymouth, MA

39d

About The Position

Lead with Purpose. Partner with Impact. Putting client needs first is deeply rooted in our culture and at the core of everything we do. Strong, detail-orientated Lead Advisor will assist with various client and team facing tasks. They will be expected to meet, support and communicate with their team’s clients as an extension of the primary advisor. It is Advisory Solutions’ job to support the producing advisors, clients, and SHP with excellence each day.

Requirements

Previous client interaction in an office environment
Experience with comprehensive financial planning
Intermediate to advanced computer skills
Series 65/66 and Life/Health insurance licenses (CFP preferred)
3+ years' experience within financial services
Strong organizational skills and attention to detail
Ability to demonstrate persistence to achieve quality
Excellent communication – both verbal and written
Self-directed initiative
Process driven
Prior experience working in financial industry
Highly organized with strong follow-through
Ability to prioritize day-to-day tasks and issues
Resourceful in problem resolution
Strong phone skills and ability to build trust with clients
Operate with a proactive approach when dealing with advisors and clients
Experience working in a fast-paced environment
Ability to prioritize projects and manage time
Willing to work as part of a team

Responsibilities

Lead the team of the primary advisor while being a pillar of the SHP community.
Assist with team guidance and training, particularly post initial onboarding.
Prioritize incoming tasks and issues daily.
Manage assigned client’s and support the primary advisor’s overall book of business.
Conduct client meetings with confidence while identifying client opportunities and making formal recommendations.
Work alongside the primary advisor, Director and VP to ensure proper team communication and process expectations.
Complete client reviews and RMDs annually as stated within SHP’s agreements.
Handle follow up meeting tasks and planning updates.
Prepare and plan for prospective and existing client meetings within the SHP process.
Assist the team with daily service tasks and transactions as needed.
Respond to client inquiries within 24 hours.
Interface with Financial Institutions to gather required documentation for advisor-client meetings.
Utilize our CRM system to keep track of client communications.
Be proficient with firm software including but not limited to eMoney, Black Diamond, Nitrogen, Holistiplan, Wealth.com, Wealthscape, & Schwab.