Lead Financial Advisor

Are you an experienced Financial Advisor seeking a new
opportunity to join an independent, fee-only fiduciary wealth management firm? Ivy
Way Placements has partnered up with a fast-growing RIA seeking a Lead Advisor at
their Bellingham, WA location. The Lead Financial Advisor is the primary
manager of client relationships and may also provide support to senior advisors
and their client relationships. The Lead Advisor initiates new business,
manages existing client relationships, formulates and implements advice, and
may rely on technical specialists to develop recommendations within a given
area of expertise.

The Financial Advisor can expect to focus on the
following areas:

• Assume co-advisor and/or lead-advisor role on
  existing clients
  
• Responsible for profitable delivery of our service
  models as outlined in our guidelines
  
• Participates in and/or leads the Discovery Interviews
  discussions and other strategic onboarding processes
  
• Owns and manages client relationship and client
  satisfaction and is responsible for client retention
  
• Serves as a liaison to our Planning Team for
  clients
  
• Participates in new client relationship development
  
• Participate in planning meetings regarding new
  prospects/new clients
  
• Coordinate follow-up workflow on new clients
  
• Convert new revenue from multiple existing clients
  or new prospects
  
• Utilize and further develop network of referral
  sources and centers of influence to generate future business development
  opportunities
  
• Attorneys-Current and Additional Contacts
  
• Previous Clients
  
• Community Networking Opportunities (i.e. Service
  Clubs)
  
• Maintain team approach by assisting and filling in
  for others
  

Requirements

• Bachelor’s degree in finance or related field from an
  accredited college or university; Master’s degree preferred
  
• Minimum 5-7 years of experience in investment
  management, financial planning or financial services with demonstrated
  ability to develop and manage plans and manage client relationships
  
• Certified Financial Planner™ designation preferred
  upon hire or must be attained within one year of date of hire
  
• Financial planning/wealth management acumen, judgment
  and experience
  
• Excellent communication and listening skills
  
• Client-first attitude
  
• Proficiency in Microsoft Word, Excel, PowerPoint, and
  Outlook, as well as financial planning and securities balancing software
  
• A team player, collaborative, able to work with and
  through others
  

The above
statements are intended to describe the general nature and level of work being
performed by people assigned to this job. They are not intended to be an
exhaustive list of all responsibilities, duties, and skills required of the
incumbent in this position.

Any combination
of equivalent education and work experience will be considered.

Benefits

Why Choose Us?

• We are a growing firm, with opportunities for future
  growth and advancement in your role.
  
• We offer health, vision, dental, and 401K benefits
  options for you and your family.
  
• We believe in collaboration, innovation, excellence
  doing what’s right, and helping our team to provide a world-class service.
  
• Our culture is historically rooted in values of
  excellence, integrity, respect, and transparency. We are dedicated to
  living these values through our relationships with clients, each other,
  and the greater community.
  

Looking for something else? Let’s get to work.

At Ivy Way Placements, we are inspired by collaboration, innovation,
commitment to excellence and above all, doing what is right. We are up for any challenge.
Let us help you find your dream career – apply today!  View email address on jobs.jobcopilot.com