Lead Advisor
$122kSynergy Wealth Alliance
Now Hiring: Lead Advisor (Level 1 & Level 2) We are seeking a driven and client-focused Lead Advisor to join our growing team. This role is ideal for a financial professional who thrives in relationship management, strategic planning, and collaborative advisory environments. Manage and deepen relationships with existing clients Provide technical support to Senior Advisors Lead and contribute to client meetings Execute and follow up on action items from client engagements Prepare comprehensive financial plans for client presentations Maintain ongoing client communication and service Review and preview meeting materials and client updates Develop investment and insurance strategies Participate in Investment Committee meetings Collaborate with administrative and operations teams to debrief meetings and ensure seamless execution Level 1: 5+ years of experience as a financial advisor Level 2: 7+ years of experience as a financial advisor Strong relationship management and communication skills Ability to translate complex financial concepts into client-friendly strategies Detail-oriented with strong follow-through Team-oriented mindset with a proactive approach Experience in financial planning, investments, and insurance strategies preferred Level 1 Potential Compensation: $122,000 (Base + Bonus) Level 2 Potential Compensation: $144,000 (Base + Bonus) Bonus compensation is performance-based and reflects overall production and contribution Comprehensive benefits package included About the Role This position plays a critical role in delivering exceptional client experiences while supporting senior advisors and contributing to firm-wide investment strategy. If you're ready to take the next step in your advisory career and make a meaningful impact, we’d love to connect. Apply today or message us directly to learn more. #J-18808-Ljbffr Synergy Wealth Alliance
Vacancy posted 4 days ago
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