Lead Advisor

Lead Advisor at Instrumental Wealth Lead Advisor at Instrumental Wealth in Lutz, Florida Posted in about 22 hours ago.

Type:

full-time

Job Description:

Company Description Instrumental Wealth, LLC is an SEC-registered investment adviser dedicated to providing financial advisory and investment management services. While registration does not imply a particular level of skill or training, the firm stands committed to serving its clients with comprehensive solutions. Additional information about Instrumental Wealth can be found on its website or the SEC website. Instrumental Wealth emphasizes transparency and delivering value to its clients. Role Description This is a full-time on-site role for a Lead Advisor based in Tampa, FL. The Lead Advisor will be responsible for managing client relationships, providing financial and investment guidance, creating personalized financial plans, and ensuring exceptional service delivery. The role will also involve overseeing client portfolios, analyzing financial data, and collaborating with team members to implement tailored strategies that meet client objectives. Qualifications Financial Planning, Investment Management, and Portfolio Analysis experience Strong Client Relationship Management and Communication skills Strategic Thinking with the ability to develop personalized financial strategies Knowledge of regulatory requirements in the financial advisory industry Proficiency in financial advisory software and tools Bachelor's degree in Finance, Accounting, Business Administration, or related field Professional certifications such as CFP (Certified Financial Planner) or similar are highly desirable