Lead Advisor - J. Pink Associates, Inc.

Summary

The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.

Essential Duties and Responsibilities

• Develop new relationships and sales opportunities
• Promote and cultivate firm reputation among referral sources and the community
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
• Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
• Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested

Knowledge, Skills, and/or Abilities

• Proven track record of professional success
• Self-motivated, highly driven and...