Lead Advisor

Claire Myers Consulting
US - California - San Francisco
January 19, 2024

We are a mature, specialized and successful Wealth Management Advisory firm situated in the TransAmerica Building in San Francisco. We provide high-end investment planning services and seek to find an energetic, detail-minded, and business-oriented Lead Advisor who enjoys finding additional business opportunities.

What you will bring to the firm

As a lead advisor, you will have a leadership role within our firm by finding new clients to expand the existing client base. Successful advisors are ambitious, adaptable, competitive, and seek to grow professionally and personally. If you are results-oriented and seek creative solutions, while having the grit to take ownership of them and implement them, you will be a perfect fit.

Responsibilities

Will develop new business that:

Increase assets under management from an assigned client base
Find new revenue opportunities
Connect to heirs of clients and engage those heirs with firm
Publicly represents the firm's strategic brand
Engage with team/staff in actions that are consistent with firm branding, service standards and initiatives

In this role, you will participate in a role that maintains the current client base by working with and under the supervision of the senior advisor to:

Be an integral part of the relationship team for the firm
Focus on ongoing client relationship management including client care and delivering on promises made to client
Directly responsible for client satisfaction with firm and retention of client accounts
Responsible for development of technical, relational, and client skills of team members
Maintains familiarity with the industry and economic trends and applies knowledge to client service and relationships

Continue to develop self and colleagues by:

Working collegially and productively with peers and other team members
Committing to ongoing growth of skill set and competencies needed to serve client, firm, and individual success

Competencies

3+ years of business development experience
Ability to connect with clients to ensure they are having the best experience
Financial Services/Wealth Management experience (preferred but not required)
Effective communication and organization skills

What we offer

$90,000-120,000 base salary + competitive bonus structure

We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals
We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development
You need to relax, so we offer generous vacation days and the flexibility to take them when you need them - with a team to support you so you come back refreshed and not overwhelmed
Your wellness is important, and we support you with comprehensive medical, dental, vision, and long-term disability coverage in addition to our on-site gym and complimentary yoga instruction
We are financial planners, and we support your financial plan with a 401(k) and profit sharing

Read the full job description and apply online on the recuiter's web-site

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