Lead Wealth Advisor: Client & Strategy
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-09-04
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Kestra Financial, Inc. in the Richmond, VA area seeks a senior advisory leader to own client relationships, oversee the advisory support team, and drive retention and growth through strategic financial planning and investment oversight.
You will lead investment strategy, manage the financial plan delivery, and ensure a superior client experience using CRM and planning tools. 5+ years in wealth management and licenses (Series 7/66 or CFP) are required, with strong public speaking and team
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