FPA Job Board

A Lead Advisor is responsible for independent, ongoing management of existing client relationships and the retention of clients, without supervision. You will help formulate and implement investment and financial planning advice. In addition, you will be supported by more junior members of your team and asked to help mentor and provide guidance to them. Job Responsibilities include but are not limited to: Ongoing management of existing client relationships and retention of 65 clients, as well as working with new clients Conducting client meetings independently, or with the assistance of the less experienced advisor on your team Mentoring less experienced advisors on handling client meetings and complex client questions Reviewing an