{"@context":"https://schema.org","@type":"JobPosting","title":"Lead Client Advisor","description":"

Lead Client Advisor
\nGreater Phoenix Area, Arizona (Primarily Onsite) | Full-Time, Exempt | $100,000 base + variable compensation

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About the Opportunity
\nOur client is an independent, fiduciary wealth management firm serving high-net-worth families. Growth has outpaced the capacity of one team, so they are adding a second client-service team and need a seasoned Lead Client Advisor to run it day to day. You’ll take over an established book of roughly 75–100 high-net-worth households from day one, working closely with the firm’s CEO. This is a service and relationship role for someone who loves deepening client trust, not a business development role.

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What You’ll Do

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Serve as the main point of contact for a book of 75–100 existing high-net-worth households, answering questions and finding ways to add value
Run full financial assessments covering assets, liabilities, cash flow, and portfolios
Build personalized wealth management strategies based on each client’s goals, risk tolerance, and preferences
Analyze portfolios in depth and recommend where to optimize
Work with the investment team on asset allocation, implementation, and diversification
Build comprehensive financial plans covering retirement, estate, tax optimization, and risk management
Run regular portfolio reviews, monitor performance, and deliver detailed client reports
Bring tax-efficient and wealth-transfer ideas to clients
Identify opportunities to expand relationships with existing clients and their families
Mentor and guide an Associate Advisor and a Practice Coordinator
Coordinate with investment research, operations, and compliance, as well as outside estate planners, CPAs, and tax advisors

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What You Bring

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Bachelor’s degree or equivalent work experience
7+ years in financial planning
Extensive wealth management or financial planning experience, preferably with high-net-worth clients
Strong knowledge of investment strategies, markets, wealth management products, and tax rules
Comfort with financial planning software (eMoney or MoneyGuidePro a plus)
Ability to explain complex financial concepts simply and build trust quickly
Strong analytical and problem-solving skills
Solid understanding of compliance and regulations
Leadership skills to guide junior team members
A track record of growing client relationships

","datePosted":"2026-11-04","hiringOrganization":{"@type":"Organization","name":"Talent Edge"},"validThrough":"2026-12-04","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"21090 N Pima Rd, Scottsdale, AZ 85255","addressRegion":"Arizona","postalCode":"85255","addressCountry":"None"}},"employmentType":"FULL_TIME","identifier":{"@type":"PropertyValue","name":"Talent Edge","value":"17926747990960121345UcT"},"directApply":true,"industry":"None"}