The Role
The Lead Financial Advisor will manage client relationships, conduct meetings, oversee financial planning, and support the advisory team while marketing and developing new business.
Summary Generated by Built In
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
Top Skills
Emoney
Income Lab
MS Office
Orion
Pc Applications
Redtail
Schwab Advisor Center
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The Company
What We Do
One Degree Advisors helps people who are committed to connecting plans for their finances, family, and future.
Your financial future can be complex, making it difficult to cut through the noise and know what steps to take next. Every small detail can have a large impact on your finances, the same way a single degree can cause a plane to travel off course from its intended target. Every degree counts!
