Lead Advisor

Happy Monday! We are currently #hiring for multiple client service roles ⬇ 📍Indianapolis, IN: Client Relations Assistant (3 years of administrative experience required) 📍Wayland, MA: Client Service Associate (3 years of experience required) 📍Charlestown, MA: Client Service Associate (SIE or Life & Health insurance license required) 📍Waltham, MA: Client Service Associate (SIE or Life & Health insurance 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

A look into October’s Issue of the Dash! This month’s newsletter highlights: Reasons Your Practice Is Scaring Candidates Away, Recent Candidate “Dead Files”, and a code for a $100 Credit for our online job board. We are now accepting employer posts for salaried wealth management and planning roles! Post a Role Today❗: https://lnkd.in/ebHmMHJD

Hey New England!  Check out one of our founders on this weeks episode of the Financial Planning Association of New England's #WickedPissahPodcast, and these 4 open roles in New England ⬇ 📍Charlestown - Client Service Associate 📍Waltham - Client Service Associate (SIE or Life and Health license required) 📍Walpole - Lead Financial Advisor (series 7 and 66 required) 📍Providence - Tax Director/Manager Or view other open roles at jobs.lead-advisor.com #openroles #NewEngland #hiring

Some Wednesday #wealthmanagement history! 🔹 In 1972, the CFP certification was created, becoming the standard for financial advisors and emphasizing the importance of comprehensive financial planning. Today, more than 100,000 professionals in the U.S. hold the certification.

Happy Monday! We are currently #hiring for 2 roles in Midtown Manhattan⬇ Advisor Coordinator - Life and Health insurance license or SIE preferred Director of Financial Planning - series 66 and 63 required, CFP 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

What is your firm's process for determining the next hire? Eddy Ricci, Jr., CFP ®, CEPA ®: Getting insight from the current team members is an overlooked step in a firm determining an additional (non replacement) hire.  Great firms have the professionals that are the closest to the work weigh in on what the firm needs, and where capacity can be created in addition to the view from the top “department directors”.  It can be as simple as a periodic survey simply asking about what the team/department needs to ensure it stays highly functional- leading to a proactive way to assessing the firm’s hiring needs. Michael P. Connaughton, CFP®, CLU®, ChFC®: When speaking with firm owners and COOs there are often multiple areas of the business where they could use support.  However, the firm may only be in a position to make one hire. We encourage firms to evaluate if current team members are focused on the right responsibilities and are best positioned to leverage their strengths.  From there, they should have a discussion with key team members to identify the ONE area that is the biggest need. Is it client service?  Relationship management?  Investment strategy?  Financial planning support?  Once a firm determines the area of need where new talent will create the most bandwidth, they can hire with confidence.

Looking to gain insights on the wealth management Compliance Associate? Our October issue of Private Research highlights role insights, a comp. study, and how the industry views the role. Subscribe now to receive the October issue! ⬇ https://lnkd.in/e8mrJZ79

Happy Monday! We are currently #hiring for multiple roles in the Greater Boston area⬇ 📍Charlestown - Client Service Associate 📍Waltham - Client Service Associate (SIE or Life and Health license required) 📍Waltham - Paraplanner (series 7 and 66 required, CFP preferred) 📍Walpole - Lead Financial Advisor (series 7 and 66 required) 📍Providence - Tax Director/Manager 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

What do you see top non – advisor wealth management professionals (practice employees) doing for professional development? Eddy Ricci, Jr., CFP ®, CEPA ®:  When most candidates and employers think about “professional development” in the planning and wealth management space, they immediately jump to designations and credentialing. This may be obvious and the most important way to increase knowledge, technical skill and awareness to need areas of planning.  Top candidates and growing professionals are paying attention to the people they are surrounding themselves with. Whether internally by joining/creating committees, starting brainstorming groups within the firm, or externally by being involved in industry organizations, professional associations, study groups or hiring a coach even as a non advisor to work on decision making process building and communication skills. Michael P. Connaughton, CFP®, CLU®, ChFC®: In addition to pursuing further education and designations, we see specialized wealth management candidates immersing themselves in industry-based books and podcasts to gain additional perspective and deepen their knowledge base. It often becomes apparent to hiring firms how committed to the profession a candidate is when they share how they subscribe to career development tools and research and are eager to take time outside of business hours to advance their expertise.

Some Wednesday #wealthmanagement stats! Per Kitces Report Data, below are stats on third-party financial planning software usage ⬇