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Lead Advisor
Affinity Wealth Management, LLC
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Lead Advisor

Affinity Wealth Management, LLC

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Details
Posted:
February 22, 2021
Location:
Wilmington, Delaware
Salary:
Competitive
PayScale
Type:
Full Time - Experienced
Sector:
Wealth Management
Required Education:
4 Year Degree

Affinity Wealth Management, LLC (AWM) is seeking a talented and knowledgeable professional to serve in the capacity of Lead Advisor in its Wilmington, Delaware office.  

The primary responsibility of a Lead Advisor is client retention and reviewing/presenting client related financial plan and investment recommendations with existing clients without supervision. They spend 80% of their time with existing on-going client relationships. Typically, they spend about 20% of their time developing new client relationships, and they attend and/or close prospective clients who are referred to the company or generated by Senior Advisors. Lead Advisors often have a designation and over five years’ experience working in the advisory or related profession. They review changes in the marketplace and industry and work with Senior Advisors and the Portfolio Manager to adjust client plans and investment allocations accordingly. They must be familiar and fluent in understanding a variety of financial concepts, practices, and procedures. They rely on extensive experience and judgment to help clients solve complicated financial and investment management issues. 

  • Conducts all on-going client meetings, including annual, semi-annual and initial planning meetings with prospective clients

  • Attend and close initial prospective client meetings and onboard new clients into the firm

  • Solves complicated financial planning, estate, tax and retirement issues 
  • Serves on investment management committee  
  • Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients
  • Participates and coordinates marketing efforts for the Senior Advisors 
  • Manages and coordinates all Associate Advisors under their supervision 

 

Additional Duties, Skills and Abilities 

  1. Be a part of a team approach
  2. Lives our core values
  3. Has the series 65
  4. Has CFP® designation or similar credentials
  5. Analytical mindset and attention to detail
  6. A genuine interest in serving and caring for other people
  7. Ability to use/learn software packages – Salesforce, Orion, Emoney and Money Guide Pro 

About Affinity Wealth Management, LLC
Since 1974, Affinity has helped clients create life experiences that match their personal and financial goals. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully. Learn more about living your best life by joining our growing team.
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