Lead Wealth Advisor

Position Summary

Reporting to the Principal, the Lead Wealth Advisor will …

Position Summary:

The position of Wealth Advisor will be responsible for playing a key role in leading the Sikich Financial client services team, guiding clients and executing their overall wealth strategy. Wealth Advisors coordinate well-developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.

• Manage complex client situations with a comprehensive and strategic wealth management approach.
• Compile and analyze client financial data, researching specific financial planning and income tax issues.
• Implement, monitor, re‑balance, and tax‑manage client portfolios.
• Create the Investment Policy Statement by assessing the client’s ability, willingness, and need to take investment risks.
• Guide clients through emotional market fluctuations to ensure a disciplined and successful investing experience.
• Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive financial guidance.
• Assist the Team with onboarding new clients.
• Develop or leverage specialized expertise across multiple functional and technical areas, serving as an SME.
• Demonstrate a deep understanding of our investment philosophy and strategy, effectively communicating our story with clarity and confidence.
• Work efficiently and collaboratively with both Wealth and CPA team members to ensure integrated client support.

• Bachelor’s degree, preferably in accounting or finance.
• Five (5) plus years’ experience as a fee‑based Advisor in the field of accounting, finance, or a related professional field.
• Series 65 licensing, required.
• CFP or CPA/PFS, preferred.
• Excellent communication and listening skills, with the ability to multitask effectively.
• Expertise in processing complex financial scenarios, with a strong understanding of the company’s investment strategy, philosophy, and policy.
• High attention to detail and accuracy.
• Proficient with multiple software programs.

In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $. This is not a guarantee of compensation or salary, as the final offer amount may vary based on factors including but not limited to experience and geographic location.

• Values driven – embody and model absolute integrity and servant leadership with a bias for action and continuous innovation.
• Uncompromising problem solver – see opportunities in every business challenge and develop, articulate and implement solutions.
• Collaboration – build relationships across all levels of the organization and across all business units.
• Instills trust – do what you say, without ego, and follow through on commitments consistently and credibly.
• Impact & influence – remain relentlessly focused on making a difference and gain support for ideas, proposals and solutions, driving initiatives and objectives.

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands‑on teams deliver integrated solutions rooted in deep industry experience.

• Sikich maintains a Flexible Time Off (FTO) Policy. Employees are encouraged, where the role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.) from the first day of employment.
• Recognizes paid holidays throughout the year and allows time off during the last week of the calendar year when work permits.
• Offers a comprehensive wellness program with activities that can be tracked through a wellness provider to obtain gift cards and other rewards.
• Health, dental, vision, life, and accident/death/disability insurance options.
• HSA employer contribution.
• Nine (9) paid holidays annually.
• A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four (4) paid exam days and four (4) paid study days.
• FORCE – a community volunteer program allowing each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Sikich is an Equal Opportunity Employer M/F/D/V