Private Wealth Management Specialist

LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client firm in the Greater Hartford Area.

Progress leads & close new clients.

• Lead the full front‑end sales cycle—discovery, proposal, and close.
• Maintain disciplined progression of opportunities through next‑step setting and proactive follow‑up.
• Handle objections effectively and differentiate the firm’s value proposition to prospects.
• Take accountability for outcomes from first meeting through long‑term client retention.
• Create financial plans for clients with complex situations and ensure seamless onboarding.
• Deeply understand the financial planning process and relevant tools (e.g., Right Capital, eMoney, Money Guide Pro ).
• Work collaboratively with other members of the team to develop and deliver financial plans for new prospects and existing clients.
• Personally shepherd the relationship through onboarding and account transfer until assets arrive.
• Provide ongoing advice and relationship management for assigned advisor relationships.
• Deliver comprehensive financial planning, ongoing portfolio advice, and proactive client communication.
• Conduct regular client reviews and update plans as circumstances change.
• Identify and act on opportunities for deeper engagement (planning, tax, estate, held‑away assets).

• 5+ years as a successful financial advisor or practice leader.
• Expertise in holistic financial planning, investment strategy, and long‑term client relationships.