Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Lead Financial Advisor will manage client relationships and deliver exceptional service at a growing wealth management firm, contributing to its rapid growth in assets under management.
Responsibilities and impact
Daily responsibilities include serving as the primary contact for clients, conducting check-ins, managing existing relationships, collaborating with a financial planning team, and identifying opportunities for growth within the current client base.
Compensation and benefits
The compensation includes a base salary of $100-150K, with an expected total on-target earnings (OTE) of $175K - 180K.
Experience and skills
Candidates should have a minimum of 3 years of experience in financial advising, preferably hold a CFP certification, and possess strong interpersonal skills.
Career development
There are opportunities for career advancement, including higher compensation and equity ownership, within a supportive team environment.
Work environment and culture
The company values kindness and collaboration, fostering a supportive and flexible work environment.
Company information
Claire Myers Consulting is a recruiting firm focused on connecting talented professionals with growing companies in the wealth management sector.
Team overview
The candidate will join a dedicated financial planning team, emphasizing collaboration and support among team members.
Job location and travel
The position requires an initial in-office presence of 4 days a week, transitioning to a more flexible hybrid model over time.
Application process
Interested candidates are encouraged to apply by demonstrating their passion for helping clients achieve financial goals and their desire to grow within the firm.
Unique job features
This role offers the chance to work with a growing book of business and make a significant impact, distinguishing it from similar positions in larger firms.
Company overview
Claire Myers Consulting is a prominent firm based in McLean, VA, specializing in business development and financial advisory services. The company generates revenue by offering high-level consulting roles such as Business Development Managers and Financial Advisors, with competitive salaries ranging from $125,000 to $200,000. Known for its strong company culture and employee benefits, Claire Myers Consulting is a key player in the wealth management sector, providing expert guidance and strategic planning to its clients.
How to land this job
Tailor your resume to highlight your client-focused approach and relationship management skills, emphasizing your experience with corporate executives and pre-retirees to align with the role at Claire Myers Consulting.
Showcase your ability to conduct regular client check-ins and adapt financial plans to evolving needs, as this is a key responsibility of the Lead Financial Advisor position.
Apply through multiple channels, including the Claire Myers Consulting corporate site and LinkedIn, to maximize your chances of being noticed for this role.
Connect with individuals in the wealth management division at Claire Myers Consulting on LinkedIn to learn more about the company culture and expectations for this role; you might say something like, 'I admire your work in wealth management and would love to hear more about your experience at Claire Myers Consulting.'
Optimize your resume for ATS by including important keywords from the job description, such as 'client relationships,' 'financial planning,' and 'collaboration,' to ensure your application passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus on networking and preparing for interviews while ensuring your resume is tailored to the job.
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