Looking for a new opportunity? We are currently #hiring for 3 roles in the Boston area ⬇ 📍Lexington: Financial Consultant (series 7 and 66 needed) 📍Waltham: Financial Planning Specialist (CFP needed) 📍Braintree: Hybrid Client Service Associate Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com and view other open roles at https://lnkd.in/eeb5fu4B
Lead Advisor
Financial Services
A Wealth Management Collective specializing in building firms, practices and careers.
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
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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
- Talent Acquisition, Consulting, Growth Strategy, Professional Development, Interviewing, recruiting, wealth management, and hiring
Locations
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Primary
NEW YORK-BOSTON-, US
Employees at Lead Advisor
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Caitlin (Trentham) Srinivasan
Senior Talent Acquisition Consultant
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Kyla Azzato
Marketing and Talent Acquisition Coordinator at Lead Advisor | Former Division 1 Lacrosse player
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Christopher Lydon
Talent Acquisition Specialist at Lead Advisor
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Meaghan Davidson
Student at the Haslam College of Business, Intern Associate at Lead Advisor, LLC
Updates
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A look into the July issue of the Dash! This month's newsletter highlights Making the Offer, A+ Answers From Candidates in Recent Interviews and more!
The Dash-July Newsletter
Lead Advisor on LinkedIn
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Some Wednesday #wealthmanagement history! 🔹 In 1996, E*Trade went public, revolutionizing the world of online trading!
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Looking for a new role in financial planning? We are currently #hiring for 3 Financial Planning Associate roles⬇ 📍Dallas, TX: Financial Planning Associate (series 7 and 63 needed) 📍Indianapolis, IN: Financial Planning Associate (series 7 needed) 📍Columbus, IN: Financial Planning Associate Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com #openroles #financialplanning #dallas #indianapolis
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“GROWTH” is the number one reason why candidates, in all fields, are looking to make a change. We know growth means different things to different candidates. If feeling a sense of recognition through title and job promotions is important to the employee advisor, then attracting them to a smaller team/independent practice may pose its challenges. More and more practice owners are realizing, in order to attract and retain top advisor talent they must have a pathway to partnership or equity in the practice. How would an employee advisor gain equity in your practice? If a candidate cannot get excited about shifting from their larger institution role to the practice when there is a pathway to partnership, then it may just be the wrong candidate! The most ideal candidate may be the advisor that “always wanted to run their own practice” but didn’t have the career risk tolerance to take the chance earlier in their career so they went through the ranks as an employee advisor.
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Looking to gain insights on the Director of Investments position? Our July issue of Private Research highlights role insights, a comp. study, and how the industry views the role. Subscribe now to receive the July issue! ⬇ https://lnkd.in/e8mrJZ79
Private Research - Lead Advisor
https://www.lead-advisor.com
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Happy Monday, we are currently #hiring for multiple roles in Connecticut! 📍Glastonbury: Associate Financial Advisor 📍Stamford: Financial Advisor's Assistant 📍Westport: Associate Financial Advisor (series 7 and 63 needed) 📍Westport: Service Advisor (CFP Required) 📍Westport: Lead Advisor (CFP Required) Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com
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Looking for a new opportunity? Our online job board connects the wealth management community with open roles at firms across the industry! Click below to view our job board and 15 roles currently open ⬇ https://lnkd.in/eeb5fu4B
Lead-Advisor
jobs.lead-advisor.com
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Happy Monday! We are currently #hiring for two new roles in Evansville, Indiana ⬇ ▪ Lead Financial Advisor (series 7 and 63 preferred) ▪ Trading and Portfolio Manager (series 7 needed) Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com #openroles #Indiana #Evansville
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Earlier this week Michael P. Connaughton, CFP®, CLU®, ChFC® spoke about wealth management talent acquisition and more on the Financial Planning Association of New England's #WickedPissahPodast! Check it out below ⬇ https://lnkd.in/eY8fPh4r
#207 - Michael Connaughton – Lead Advisor
https://www.libsyn.com