Lead Financial Advisor

The main responsibility of this position is to lead client relationships.

Essential Functions:

Wealth Advising

• Conduct client meetings, including ongoing strategy meetings and new client onboarding
• Oversee Financial Plan development, updates and presentation
• Conduct Investment Advisory discussions with clients
• Hold client discussions focused on personal and family objectives and vision
• Serve as primary advisory contact for client correspondence.
• Coordinate research, meeting preps & follow-up, and plan development with Advisory team
• Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
• Support the Advisory team, including some management responsibilities
• Stay updated and educated on relevant technology resources

• Investment portfolio construction
• Basic investment trading

Corporate Responsibilities

• Marketing
  • Community Development
  • Networking
  • Contributing to educational content
• New Business Development
• Practice Management
  • Adhere to operational processes/procedures
  • Document notes and tasks within operational procedure
  • Cross train staff as needed
• Client servicing and communication (where advisor is required)
• Support and adhere to compliance practices
• Assist with corporate projects
• Work toward corporate goals and metrics

• Strive to practice One Degree’s Core Values: Fun, Respect, Alpha, Balance, Give

Qualifications:

Education/Certifications

• Bachelor’s degree 
• Certified Financial Planner™ (CFP®) designation
• Certified Kingdom Advisor designation (attained or willing to attain)

• Kingdom Advisors study group participation

• Future professional development, including continuing education and/or designations

Experience

• 5+ years as Financial Planner/Investment Advisor or relevant experience

Knowledge, Skills, and Abilities

• Ability to handle confidential and sensitive information
• Ability to work in a team environment with a client-centric focus
• Strong organizational and project management skills with ability to multi-task
• Ability to establish appropriate timelines and manage multiple deadlines
• Well-developed professional, interpersonal and communication skills
• Able to work with minimal supervision
• Knowledge and proficiency of PC applications, including MS Office
• Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab