About this role
One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.
The main responsibility of this position is to lead client relationships.
Essential Functions:
Wealth Advising
• Conduct client meetings, including ongoing strategy meetings and new client onboarding
• Oversee Financial Plan development, updates and presentation
• Conduct Investment Advisory discussions with clients
• Hold client discussions focused on personal and family objectives and vision
• Serve as primary advisory contact for client correspondence.
• Coordinate research, meeting preps & follow-up, and plan development with Advisory team
• Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
• Contribute to the development of associate advisors
• Stay updated and educated on relevant technology resources
• Investment portfolio construction
• Basic investment trading
Firm Responsibilities
• Marketing
• Community Development
• Networking
• Contributing to educational content
• New Business Development
• Practice Management
• Adhere to operational processes/procedures
• Document notes and tasks within operational procedure
• Cross train staff as needed
• Client servicing and communication (where advisor is required)
• Support and adhere to compliance practices
• Assist with firm projects
• Work toward firm goals and metrics
• Strive to practice One Degree’s Core Values: Fun, Respect, Alpha, Balance, Give
Qualifications:
Education/Certifications
• Bachelor’s degree
• Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)
• Certified Kingdom Advisor designation (attained or willing to attain)
• Kingdom Advisors study group participation
• Future professional development, including continuing education and/or designations
Experience
• 5+ years as Financial Planner/Investment Advisor or relevant experience
Knowledge, Skills, and Abilities
• Ability to handle confidential and sensitive information
• Ability to work in a team environment with a client-centric focus
• Strong organizational and project management skills with ability to multi-task
• Ability to establish appropriate timelines and manage multiple deadlines
• Well-developed professional, interpersonal and communication skills
• Able to work with minimal supervision
• Knowledge and proficiency of PC applications, including MS Office
• Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan
Compensation: $120,000 – $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more) Location: In-office or hybrid preference; Remote based on experience or fit Salary + Bonuses + Benefits