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Lead Financial Advisor
- California
- Carlsbad
- Salary : $ 150,000 - 250,000 per year
Job Description:
If you’re looking for a career in finance, Staffmark is where it’s at. We have a full-time role as a Lead Financial Advisor in Carlsbad, CA. Secure this position with ample opportunity for growth.
Employee Benefits Offered by Our Client
- Employer-paid medical insurance
- 401(k) with company match
- Profit sharing
- Paid time off (20 days to start + 1 additional day for the first 5 years)
Monday – Friday | 8 AM – 5 PM
Salary | $150,000 – $250,000 + 10% bonus
Requirements
- 8+ years of financial advisor experience (including 5 years of lead advisor experience)
- A bachelor’s degree preferably in business, accounting, finance, economics, or a related program
- CFP designation
- Proficiency in Microsoft Office
- Experience using various financial planning, CRM, portfolio management, and document management software
- A deep understanding of the RIA channel and independent financial advice environment
- Financial planning/wealth management acumen, judgment, and experience
- Extensive knowledge in financial planning analysis and modeling specifically for clients
Lead Financial Advisor Job Description
Support the discovery and onboarding process with prospective and new clients. Develop and mentor the client-facing team. Retain between 100 – 120 client relationships by providing outstanding customer service. Support clients’ financial, investment, and risk outcomes. Lead the strategic development of financial plans and recommend solutions in the best interest of the client. Provide industry trends, best practices, and service offering needs to the management team. Deepen existing client relationships by ensuring they are taking full advantage of various services. Proactively seek referrals from clients to generate new business.
Take the next step by clicking ‘Apply Now’ to submit your application! Join us at Staffmark, where your future awaits.
Job Number: 1881022
Zip Code: 92009
Pay range minimum: $ 150,000.00
Pay range maximum: $ 250,000.00
The base pay range above represents the low and high end of the base compensation range we reasonably expect to pay for this position. Actual base compensation will vary and may be above or below the range based on a range of factors including, but not limited to, geographic location, actual experience, and job performance. This job posting is not a promise of any specific pay for any specific employee.
The range listed is just one component of the total compensation package for our employees. Based on the details of your position, we provide a variety of benefits to our employees, including medical, dental, and vision plans, pre-tax savings plans, pre-tax parking and commuter plans, supplemental health and welfare plans, a retirement savings plan, an employee assistance program, pet insurance, and paid holidays. Other rewards may include short-term incentives and paid time off.
