Wealth Management Advisor (Training and CFP Track)

Job Description

Job Description

Our client, a respected wealth management firm, is seeking a licensed and experienced financial professional to continue building a client-facing financial planning practice.

The ideal candidate will bring prior experience in the financial advisory, investment, or wealth management space, with a strong understanding of comprehensive planning and a desire to grow a business within an established support system.

This is a client development and relationship management opportunity, not a traditional salaried role. It’s designed for professionals who want to take greater ownership over their practice with the backing of a major firm, including infrastructure, mentorship, and support.

The role of a financial advisor:

Build and deepen relationships with prospective and existing clients

Guide clients through financial planning and goal-setting

Create and present comprehensive financial plans

Provide ongoing education and personalized financial advice

Proactively manage and update client strategies as life and market conditions evolve

Operate and grow your own practice with firm-provided resources

Engage in marketing, networking, and community involvement

Areas of financial planning include:

Cash flow, savings, and debt reduction strategies

Investment and portfolio design

Retirement accumulation and income distribution strategies

Insurance planning (life, disability, LTC)

Estate and legacy planning

Tax-aware planning

Major purchases and funding goals

Qualifications:

experience in financial services, wealth management, or financial planning, or a financial planning major (required)

Active securities and/or insurance licenses

Bachelor's degree (required)

Strong interpersonal skills and comfort in a client-facing advisory role

Entrepreneurial mindset with a desire to grow a business

Willingness to leverage firm-provided infrastructure and mentorship

Compensation & Support:

This is not a base-salary role; compensation is tied to client relationships, revenue growth, and business development. However, advisors will have access to:

Health insurance

401(k)

Ongoing mentorship and professional development

Support staff and operational infrastructure

Job Type: Full-time

Pay Range: $70,000.00 - $200,000.00+ per year (based on production and client base)

Location: In-personCompany Description

Lead Advisor, LLC is a consulting and talent search firm with a focus wealth management.

Full-time