Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities + Develop new relationships and sales opportunities + Promote and cultivate firm reputation among referral sources and the community + Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews + Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply + Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested Knowledge, Skills, and/or Abilities + Proven track record of professional success + Self-motivated, highly driven and entrepreneurial personality + Relationship-building skills and commitment to establishing long-term clients + Strong desire for performance driven compensation and growing earnings potential Education and/or Experience + The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, and/or Registration + Series 7 and 65/66 license required + CFP, CPA, CFA, or ChFC preferred (or ability to obtain)