Lead Advisor

Job Description

A well-established and highly reputable Registered Investment Advisor (RIA) in Mesa is seeking a Lead Advisor to join their growing team.

This role is ideal for a financial professional who enjoys building long-term client relationships, developing financial plans, and guiding clients through important financial decisions. The firm provides a collaborative environment where advisors can focus on delivering exceptional client service while continuing to grow professionally.

Responsibilities

• Develop and maintain strong client relationships
• Create and present comprehensive financial plans
• Advise clients on investment strategies, retirement planning, and insurance solutions
• Manage client portfolios and provide ongoing financial guidance
• Support clients with IRA, 401(k), and retirement