Lead Financial Advisor

Position:
Lead Financial Advisor

Location:

Atlantic City, NJ

Hourly Rate: $150 - $250 per hour

Position Summary:

The Lead Financial Advisor provides strategic financial advisory services to municipal clients, guiding debt management, financing strategies, and regulatory compliance. This role oversees the advisory team, serves as the primary client liaison, and ensures delivery of high-quality financial solutions aligned with client goals.

Compensation: $200.00 per hour

• Lead and manage financial advisory engagements for municipal clients.
• Develop and recommend financing programs and debt management strategies compliant with local bond laws and regulations.
• Serve as the primary point of contact with city officials, bond counsel, underwriters, and other stakeholders.
• Analyze client financial conditions, budget operations, and outstanding indebtedness to craft financial stability plans.
• Oversee preparation and review of bond documents, official statements, and credit presentations.
• Guide presentations and communications with rating agencies, insurers, and investors.
• Supervise team activities to ensure thorough and timely delivery of services.
• Ensure compliance with all applicable laws, regulations, and affirmative action requirements.

• Extensive experience in municipal finance advisory, with successful project leadership in public sector debt management.
• In-depth knowledge of local government finance statutes, bond issuance, and regulatory frameworks.
• Strong leadership, communication, and client management skills.
• Relevant certifications such as CFA, CPA, or Municipal Advisor Registration are preferred.