Lead Advisor

Posted Wednesday, March 11, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact.

Putting client needs first is deeply rooted in our culture and at the core of everything we do. Strong, detail-orientated Lead Advisor will assist with various client and team facing tasks. They will be expected to meet, support and communicate with their team’s clients as an extension of the primary advisor. It is Advisory Solutions’ job to support the producing advisors, clients, and SHP with excellence each day.

• Lead the team of the primary advisor while being a pillar of the SHP community.
• Assist with team guidance and training, particularly post initial onboarding.
• Prioritize incoming tasks and issues daily.
• Manage assigned client’s and support the primary advisor’s overall book of business.
• Conduct client meetings with confidence while identifying client opportunities and making formal recommendations.
• Work alongside the primary advisor, Director and VP to ensure proper team communication and process expectations.
• Complete client reviews and RMDs annually as stated within SHP’s agreements.
• Handle follow up meeting tasks and planning updates.
• Prepare and plan for prospective and existing client meetings within the SHP process.
• Assist the team with daily service tasks and transactions as needed.
• Respond to client inquiries within 24 hours.
• Interface with Financial Institutions to gather required documentation for advisor-client meetings.
• Utilize our CRM system to keep track of client communications.
• Be proficient with firm software including but not limited to eMoney, Black Diamond, Nitrogen, Holistiplan, , Wealthscape, & Schwab.

• Previous client interaction in an office environment
• Experience with comprehensive financial planning
• Intermediate to advanced computer skills
• Series 65/66 and Life/Health insurance licenses (CFP preferred)
• 3+ years' experience within financial services
• Strong organizational skills and attention to detail
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Prior experience working in financial industry
• Highly organized with strong follow-through
• Ability to prioritize day-to-day tasks and issues
• Resourceful in problem resolution
• Strong phone skills and ability to build trust with clients
• Operate with a proactive approach when dealing with advisors and clients
• Experience working in a fast-paced environment
• Ability to prioritize projects and manage time
• Willing to work as part of a team

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.