Lead Financial Advisor

Compensation: Salary + Bonuses + Benefits

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.

The main responsibility of this position is to lead client relationships.

Essential Functions

Wealth Advising

• Conduct client meetings, including ongoing strategy meetings and new client onboarding
• Oversee Financial Plan development, updates and presentation
• Conduct Investment Advisory discussions with clients
• Hold client discussions focused on personal and family objectives and vision
• Serve as primary advisory contact for client correspondence.
• Coordinate research, meeting preps & follow-up, and plan development with Advisory team
• Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
• Contribute to the development of associate advisors
• Stay updated and educated on relevant technology resources

Investment portfolio construction

Basic investment trading

Firm Responsibilities

Marketing

Community Development

Networking

Contributing to educational content

New Business Development

Practice Management

Adhere to operational processes/procedures

• Document notes and tasks within operational procedure
• Cross train staff as needed
• Client servicing and communication (where advisor is required)
• Support and adhere to compliance practices

Assist with firm projects

Work toward firm goals and metrics

Strive to practice One Degree’s Core Values: Fun, Respect, Alpha, Balance, Give

Qualifications

Education/Certifications

Bachelor’s degree

• Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)
• Certified Kingdom Advisor designation (attained or willing to attain)
• Kingdom Advisors study group participation
• Future professional development, including continuing education and/or designations

Experience

5+ years as Financial Planner/Investment Advisor or relevant experience

Knowledge, Skills, and Abilities

• Ability to handle confidential and sensitive information
• Ability to work in a team environment with a client-centric focus
• Strong organizational and project management skills with ability to multi-task
• Ability to establish appropriate timelines and manage multiple deadlines
• Well-developed professional, interpersonal and communication skills
• Able to work with minimal supervision
• Knowledge and proficiency of PC applications, including MS Office
• Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan

Compensation: $120,000 – $170,000+ (salary + bonus, depending on experience and expertise)
Benefits:
401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location:
In-office or hybrid preference; Remote based on experience or fit