New

Lead Financial Advisor

Staffmark Group
$150,000.00-$250,000.00
medical insurance, paid time off, paid holidays, 401(k), profit sharing
United States, California, Carlsbad
Mar 05, 2025
If you're looking for a career in finance, Staffmark is where it's at. We have a full-time role as a Lead Financial Advisor in Carlsbad, CA. Secure this position with ample opportunity for growth. Employee Benefits Offered by Our Client Employer-paid medical insurance 401(k) with company match Profit sharing Paid time off (20 days to start + 1 additional day for the first 5 years) Monday - Friday \| 8 AM - 5 PM Salary \| $150,000 - $250,000 + 10% bonus Requirements 8+ years of financial advisor experience (including 5 years of lead advisor experience) A bachelor's degree preferably in business, accounting, finance, economics, or a related program CFP designation Proficiency in Microsoft Office Experience using various financial planning, CRM, portfolio management, and document management software A deep understanding of the RIA channel and independent financial advice environment Financial planning/wealth management acumen, judgment, and experience Extensive knowledge in financial planning analysis and modeling specifically for clients Lead Financial Advisor Job Description Support the discovery and onboarding process with prospective and new clients. Develop and mentor the client-facing team. Retain between 100 - 120 client relationships by providing outstanding customer service. Support clients' financial, investment, and risk outcomes. Lead the strategic development of financial plans and recommend solutions in the best interest of the client. Provide industry trends, best practices, and service offering needs to the management team. Deepen existing client relationships by ensuring they are taking full advantage of various services. Proactively seek referrals from clients to generate new business. Take the next step by clicking 'Apply Now' to submit your application! Join us at Staffmark, where your future awaits. The base pay range above represents the low and high end of the base compensation range we reasonably expect to pay for this position. Actual base compensation will vary and may be above or below the range based on various factors including, but not limited to, geographic location, actual experience, and job performance. This job posting is not a promise of any specific pay for any specific employee. The range listed is just one component of the total compensation package for our employees. Based on the details of your position, we provide a variety of benefits to our employees, including medical, dental, and vision plans, pre-tax savings plans, pre-tax parking and commuter plans, supplemental health and welfare plans, a retirement savings plan, an employee assistance program, pet insurance, and paid holidays. Other rewards may include short-term incentives and paid time off. After you have applied, download our Staffmark Group WorkNOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play. About Staffmark Staffmark is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Staffmark is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment. All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.