Relationship Manager (Financial Advisor)

Lead Advisor is a wealth management consulting and search firm. This role is for a client firm.

The Associate Private Wealth Advisor (Relationship Manager) is responsible for serving as a trusted

primary point of contact for an established client base, delivering exceptional, personalized service.

This role leverages firm-provided tools, technology, and processes to deliver comprehensive, client-

centered financial planning solutions.

The ideal candidate brings at least five years of client-facing advisory experience and demonstrates a strong passion for holistic financial planning. This individual thrives in both relationship management and business development, proactively identifying opportunities to deliver additional value to clients.

This role operates within a national, primarily virtual practice and requires proficiency with remote

collaboration tools such as Zoom.

Key Responsibilities

• Expand the client base through referrals and next-generation relationship development.

• Deliver holistic financial planning solutions, including investments, insurance, and advanced planning

strategies

• Lead discovery meetings, plan presentations, and periodic review sessions to ensure alignment with

client goals

• Prepare and present financial plans and recommendations

• Maintain and strengthen long-term client relationships through exceptional service

• Update client plans and recommend appropriate financial products and strategies

• Ensure a consistently high-quality client experience across all interactions

Business Development

• Identify, attract, and onboard new clients focusing on 2nd generation planning

• Generate referrals from existing client relationships

• Adapt quickly in a dynamic, fast-paced environment

• Collaborate effectively within a team while maintaining the ability to work independently

• Uphold strict confidentiality and professional integrity

Compensation & Benefits

• Competitive base salary with performance-based bonus

• Employer-matched 401(k) plan

• Comprehensive benefits package, including medical coverage

• Flexible remote and/or hybrid work environment

Qualifications