Happy Monday! We are currently #hiring for multiple roles in the Greater Boston area ⬇️ 📍 Westborough, MA - Investment Operations Associate - series 7 license required 📍Wakefield, MA - Financial Planner - series 7 license required 📍Wakefield, MA - Senior Compliance Specialist - series 24 license required Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com Or view other open roles at https://lnkd.in/eeb5fu4B
About us
Lead Advisor is a wealth management collective that specializes in building firms, practices and careers. We partner with ensembles, solo-practitioners and fortune 500 wealth management firms to provide time leverage, insights from the front lines and creative content when it comes to talent acquisition, leadership strategy and professional development. We also partner with professionals that are looking to upgrade their career within or into the finanical advice field. Lead by two Certified Financial Planners, both with over a decade in financial planning management, we know that after client acquisition, talent acquisition is the most critical opportunity for growth in the profession.
- Website
- http://www.lead-advisor.com/
External link for Lead Advisor
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- NEW YORK-BOSTON-
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Consulting, Growth Strategy, recruiting, wealth management, hiring, Recruiting, Wealth Management, and Financial Services
Locations
- Primary Get directions
NEW YORK-BOSTON-, US
Employees at Lead Advisor
Updates
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Some Wednesday #wealthmanagement stats ⬇️ 🔹 Per the CFP Board, 2,528 professionals passed the November CFP exam, bringing the total number of CFP professionals in the U.S. to 105,864.
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Happy Monday! We are currently #hiring for multiple roles in California ⬇️ 📍Manhattan Beach, CA - Private Wealth Service Advisor - CFP designation required 📍Foster City, CA - Senior Financial Advisor - CFP designation required Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com Or view other open roles at https://lnkd.in/eeb5fu4B
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Below is another great response we've heard recently from a candidate when asked, “What prompted the move from your last firm?” ⬇️ The candidate shared, "It was clear there was not a path forward at my previous firm that aligned with my career goals, so I decided to leave and focus on pursuing the CFA. I had already passed Level 1 and wanted to dedicate all my time to studying for Level 2 which would get me that much closer to my desired path of a role that has or will have investment strategy responsibilities. The decision paid off as I recently passed Level 2 and feel more equipped to interview with firms that are looking for someone who wants to grow, is eager to learn and is committed to further education."
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Happy Monday! We are currently #hiring for multiple roles in New York ⬇️ 📍 Poughkeepsie - Client Service Associate - investment licenses preferred 📍Midtown Manhattan - Financial Planner - series 7 license required 📍Midtown Manhattan - Trading and Investment Operations Specialist - series 7 license required 📍Purchase - Associate Financial Advisor - series 65 license preferred Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com Or view other open roles at https://lnkd.in/eeb5fu4B
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Hey New England! Check out one of our founders on the recent episode of the Financial Planning Association of New England's #WickedPissahPodcast, and the open roles in New England that we are working on at: jobs.lead-advisor.com
Co-Founder of Lead Advisor - Redefining Wealth Management Team Building
Kathleen Kenealy, CFP®, CPWA® and I spoke with Tim Fogarty, Esq., CTFA, Vice President and Senior Trust Officer at Dime Bank on the below episode of the Financial Planning Association of New England's #WickedPissahPodcast! We discuss: -The needs for trust and estate planning -How Corporate Trustees serve their clients -Dime’s collaboration with professional advisors And much more: https://lnkd.in/eyFPEiDU
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Some Wednesday #wealthmanagement stats ⬇️ ▪️ Between 2008-2010, Robo-Advisors launched, and investment platforms became viable alternatives for portfolio management, forcing traditional firms to begin to adopt digital strategies!