We are seeking a highly skilled and experienced Lead Financial Advisor to join our team at BENECORP. In this pivotal role, you will be responsible for providing expert financial advice and guidance to clients, leading a team of financial advisors, and driving strategic financial planning initiatives.
Responsibilities:
Lead a team of financial advisors in delivering exceptional financial planning services to clients.
Develop and implement comprehensive financial strategies to meet client goals and objectives.
Provide expert advice on investment opportunities, retirement planning, risk management, and wealth preservation.
Analyze financial data, market trends, and economic indicators to make informed recommendations.
Build and maintain strong client relationships through regular communication and personalized service.
Stay current on industry regulations, compliance standards, and best practices in financial advising.
Requirements:
Bachelor's degree in Finance, Economics, or related field.
Certified Financial Planner (CFP) designation preferred.
Demonstrated leadership skills with the ability to mentor and motivate a team.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal abilities.
Benefits:
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance.
401(k) retirement savings plan with employer match.
Paid time off and holidays.
Professional development opportunities and continuing education support.
