Lead Advisor

Job description

Our client, a well-established financial advisory firm in Wexford, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 12, including 4 Service Advisors and experienced operational staff, they are ready to grow and add a motivated professional to their ranks.

About the Role

This is a growth-focused, entrepreneurial position for someone passionate about business development and building relationships with ideal clients. The Lead Advisor will play a pivotal role in driving the firm's growth by prospecting, engaging, and bringing on board new business clients.

Key Responsibilities

• Generate new business opportunities by identifying and targeting ideal clients, with a focus on business owners.
• Cultivate relationships through networking, outreach, and consultative selling to convert prospects into long-term clients.
• Design and implement tailored financial plans that align with clients' goals and objectives.
• Serve as a trusted advisor, fostering client relationships and ensuring high levels of satisfaction and retention.
• Collaborate with the Service Advisors and operational staff to ensure seamless onboarding and ongoing client management.
• Achieve and exceed new business targets, with a goal of acquiring 8 financial plans per month.

Qualifications

• Proven success in a business development or sales role, preferably in financial services or a related industry (e.g., healthcare, business solutions).
• Series 7 and/or Series 65/66 licensing preferred (or willingness to obtain).
• Experience working with business owners and understanding their unique financial needs is a plus.
• Strong relationship-building skills and a consultative approach to sales.
• Entrepreneurial mindset with a results-driven attitude and the ability to thrive in a goal-oriented environment.

Compensation & Benefits

• Target base salary of $95,000 - $100,000, with performance-based earning potential (50% of revenue generated).

• The opportunity to achieve six-figure income through recurring revenue and new business growth.
• Supportive, collaborative work environment with mentorship from experienced advisors.