Lead Wealth Advisor: Client-Centric Planning & Growth
Job in
Reston, Fairfax County, Virginia, 22090, USA
Listed on 2026-07-13
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Kestra Holdings is seeking a Lead Advisor to manage client relationships and oversee advisory support, financial planning, and investment analysis with senior oversight. The role emphasizes client retention, growth, and a high standard of service.
The Lead Advisor will drive strategy, mentor the advisory team, and ensure effective use of planning tools while delivering tailored wealth management solutions across multiple client needs.
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