Description Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing wealth management firm seeking an experienced Lead Wealth Architect to serve as a lead advisor responsible for managing and deepening client relationships, delivering comprehensive financial planning, and mentoring junior advisory team members. This role works closely with internal specialists and external professional partners to provide holistic, client-centered wealth management solutions.

Key Responsibilities:

+ Serve as the primary advisor for client relationship management, retention, and growth.

+ Build strong client relationships through proactive communication and personalized advice.

+ Develop and oversee comprehensive financial plans, investment recommendations, and wealth management strategies.

+ Provide guidance across investments, retirement, tax, estate, risk management, and broader financial planning needs.

+ Lead client meetings and ensure timely follow-up on planning recommendations and action items.

+ Collaborate with internal teams and external professionals to deliver coordinated client solutions.

+ Oversee portfolio implementation, asset allocation, and ongoing investment monitoring.

+ Review planning analyses, client reports, and account documentation for accuracy and quality.

+ Maintain client records and ensure compliance with regulatory requirements.

+ Utilize financial planning tools to develop customized recommendations and evaluate client strategies.

+ Identify opportunities to deepen existing client relationships and support business development initiatives.

+ Contribute to strategic projects and initiatives that enhance client service and operational excellence. Leadership & Team Development

+ Mentor and coach associate advisors, supporting their professional development and progression within the organization.

+ Provide guidance on client planning, relationship management, investment processes, and operational best practices.

+ Foster a collaborative, team-oriented environment focused on knowledge sharing, accountability, and continuous improvement.

Who You Are:

+ Experienced wealth management professional with a strong background in comprehensive financial planning and client relationship management.

+ Demonstrated ability to deliver sophisticated planning advice and coordinate complex client needs.

+ Strong leadership, communication, and relationship-building skills.

+ Commitment to fiduciary standards, ethical business practices, and exceptional client service.

+ Collaborative, growth-oriented mindset with a passion for mentoring others and contributing to a high-performing team environment.

+ Dedicated to ongoing professional development and staying current on industry trends, regulations, and best practices.

Requirements Qualifications:

+ Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or equivalent experience.

+ Advanced professional designation or graduate degree required (CFP®, CFA, CPA, EA, JD, Master's, or PhD).

+ At least 6+ years of financial planning experience with an RIA or a similar firm

+ Series 65 preferred.

+ Proficiency with Microsoft Office and familiarity with CRM, portfolio management, document management, and custodial platforms.

+ Strong communication and relationship building skills What We're Looking For

+ Strong client relationship management and communication skills.

+ High net worth tax experience or investment management experience

+ High level of integrity, professionalism, and commitment to client service.

+ Organized, detail-oriented, and able to manage multiple priorities effectively.

+ Self-starter who takes initiative and follows through on commitments.

+ Collaborative team player who can also work independently.

+ Adaptable, growth-oriented, and committed to continuous learning.

+ Demonstrated ability to thrive in an entrepreneurial, fast-paced environment.

+ Committed to compliance, accuracy, and delivering high-quality work.

+ Positive leadership presence with the ability to mentor and influence others. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .