Private Wealth Advisor

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

The role is 3x a week on site.

Candidates MUST have their CFP and client facing advisor experience.

Our client is seeking a CFP to be a private wealth advisor. The role is to manage a client relationship segment for a growing firm.

• Meet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape.
• Identify and recommend new planning strategies, investment opportunities, and financial solutions within client discussions.
• Build long-term client relationships, including potential referrals to second-generation clients and prospective clients.

• Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients.
• Provide strategic input on financial plans, ensuring they align with the client's timeline, risk tolerance, and financial goals.
• Synthesize multiple areas of financial planning into a holistic strategy, including:
• Insurance analysis (life, disability, long-term care)
• Asset & liability management
• Business planning and succession strategies

• Partner with internal financial planners to design and deliver comprehensive financial plans. Advisors focus on strategy and execution of the plan.
• Work collaboratively within the firm to enhance client experience and optimize financial outcomes. Qualifications
• Operates with a caring and collaborative attitude
• Ability to be in our Manhattan Beach office 3x/week (this is a hybrid role)
• 5+ years of experience in investment strategy, client relationship management, and financial planning within a broker-dealer or FINRA-registered environment. FINRA registration is required to be an advisor (minimum FINRA series 7, SIE, 63 (or 65,66) or willingness to obtain within the first six months)
• Strong consultative and communication skills

Total Compensation range: $164,000 – $280,000, depending on experience and qualifications.

• Medical, dental, and vision insurance
• Retirement plan (e.g., 401(k))
• Paid time off and holidays
• Additional wellness and professional development benefits

This position is classified as exempt under California wage and hour laws. Employment is at-will, meaning that either the employee or the company may terminate employment at any time, with or without cause or notice, subject to applicable law.