Lead client relationships through financial planning, investment advisory discussions, portfolio construction, and basic trading. Conduct client meetings and onboarding, oversee financial plan development, coordinate tax, estate, insurance, and benefits planning, and support associate advisor development. Contribute to marketing, business development, practice management, compliance, client service, and firm projects while maintaining operational processes and client confidentiality.
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
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