RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $265 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), Nashville, and St. Louis.
As a wholly owned affiliate of RubinBrown LLP, one of the nation's largest accounting and business consulting firms, RubinBrown Advisors is dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence. We are a CNBC's Top Firm: RubinBrown Advisors - CNBC Rankings
A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development.
Essential Duties and Responsibilities
- Serve as a Lead Advisor for RubinBrown Advisor clients, providing comprehensive financial planning and investment advisory services
- Demonstrate the ability to help grow the practice by networking with existing RubinBrown partners and other centers of influence to generate opportunities
- Effectively deliver financial plans and tailored investment solutions that are in line with the clients goals and objectives
- Work with Service Advisors to create custom financial plans and portfolios to meet client goals and objectives
- Show an ability to create trust and confidence with prospective and existing clients in a short period of time
- Work well with fellow Lead Advisors in a team environment geared towards the RubinBrown’s One Firm Concept
- Provide superior and high quality service to clients
- Coordinate with other trusted advisors, when necessary, such as tax, insurance, legal, etc…
- Develop team members – serve as advocate, coach, mentor
- Provide team members with timely and candid performance feedback supporting the firm’s performance management process.
- Demonstrate technical competence in financial planning and with investments
- Assist in development of transition plans for current partners’ RIA clients
- Generate new business and retain current business
- Ten + years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer
- CPA, CFA or CFP designation
- Series 65 License (or ability to obtain within six months)
- Utilize Modern Portfolio Theory (MPT)
- Ability to generate key relationships with centers of influence
- Proven track record of generating new business
- Exhibits passion about client service
- Experience working with high net-worth and affluent individuals
- Ability to successfully contribute to the success of a strategic business unit of the firm
- Ability to supervise, coach, and develop individuals and/or large groups
- Excellent verbal and written communication skills
- Strict adherence to professional ethics
- Proficiency in Microsoft Office programs (Word and Excel required)
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made upon request.
- The typical office hours are 8:00 a.m. to 5:00 p.m.
- Ability to work extra hours as determined by the workload and client expectations
- Travel for this position will be occasional to other office locations for meetings and trainings and to client locations, as necessary
- Ability to sit for long periods of time
- Ability to move throughout office
- Ability to lift, carry, push, pull up to 30-50 pounds
- Ability to speak English to communicate with clients and team members at the firm
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Colorado, Nevada and Illinois Salary Statement:The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / Technology). Lead AdvisorBenefits SummaryEEO Employer W/M/Vet/Disabled
Qualifications Skills Required Customer Service Expert Education Required Bachelors or better. Bachelors or better. Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree
- Ten or more years of experience as a Registered Investment Advisor, Financial Planner, or Trust Officer
- CPA, CFA, or CFP designation
- Series 65 license or ability to obtain within six months
- Experience utilizing Modern Portfolio Theory
- Ability to build relationships with centers of influence
- Proven track record of generating new business
- Experience serving high-net-worth and affluent individuals
- Ability to supervise, coach, and develop individuals or large groups
- Excellent verbal and written communication skills
- Strict adherence to professional ethics
- Proficiency in Microsoft Office, including Word and Excel
- Ability to speak English for client and team communication
What We Do
RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations. We believe the key to providing value to our clients is our "one-firm" culture - a spirit of teamwork and shared commitment to client service that has long distinguished us. The RubinBrown team has become renowned for our ability to thoroughly explore alternatives and identify fresh approaches that help our clients build and protect value, while at all times honoring the responsibility to serve the public interest. That's why, after more than 50 years, RubinBrown remains one of the most valued and respected names in our profession.
.png){kind=avatar}
