Managing Director & Lead Financial Advisor

New

Based in United StatesFull-TimeDirector

Salary225,000 - 500,000 USD per year OTE

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Job Details

Experience: 10+ years

Requirements

10+ years of experience as a financial advisor or wealth management professional.
Active Series 7 and Series 66 (or equivalent) licenses.
Life & Health Insurance license.
Strong expertise in retirement planning, including pensions, TSP, Social Security optimization, and tax-efficient strategies.
Proven experience working with affluent, pre-retiree, and retiree client segments.
Demonstrated ability to build and manage long-term client relationships in a consultative advisory setting.
Leadership experience, including mentoring or coaching financial advisors.
Strong communication and interpersonal skills with the ability to guide both clients and advisory teams.
CFP®, RICP®, ChFC®, or similar designation preferred.
Familiarity with federal retirement systems and/or experience in independent broker-dealer or RIA environments is a plus.
Strategic mindset with the ability to operate in a growth-focused, entrepreneurial environment.

Responsibilities

Serve as the lead financial advisor for the division, managing complex retirement planning relationships with federal, state, and public sector clients.
Conduct comprehensive financial and retirement planning consultations, converting qualified prospects into long-term advisory clients.
Provide strategic guidance on pension optimization, Social Security planning, TSP strategies, and broader wealth management solutions.
Mentor, coach, and support financial advisors to improve performance, client outcomes, and professional development.
Support advisor onboarding, training, and ongoing capability development across the organization.
Collaborate with executive leadership on growth strategy, platform development, and national expansion initiatives.
Contribute to building scalable systems, processes, and best practices for a high-growth advisory organization.
Strengthen client relationships through ongoing advisory support and long-term planning engagement.

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225,000 - 500,000 USD per year OTE

Apply Now