Lead Advisor

As we begin the second half of the year, here are our most common roles hired for so far in 2024 ⬇

Happy Monday, we are currently #hiring for three roles in Indiana! 📍Indianapolis: Financial Planning Associate (series 7 needed) 📍Columbus: Financial Planning Associate (series 7 and 63 preferred) 📍Crown Point: Associate Financial Representative Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com #wealthmanagement #financialplanning #openroles #openrolesIndiana

A look into the June issue of the Dash! This month's newsletter highlights Task Shedding to Discover Hiring Needs, Reasons Why Wealth Management Practices Are Overlooking You, and more!

Last call for the June issue of Private Research! This month highlights the Practice Director role insights, a comp. study, how the industry views the role & more! https://lnkd.in/e8mrJZ79

Looking for your next opportunity? We are currently #hiring for 3 roles in the Boston area: ⬇ 📍Wellesley: Paraplanner (series 7 needed) 📍Waltham: Paraplanner (CFP needed) 📍Westborough: Financial Planning Specialist Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com #wealthmanagement #openroles #financialplanning #paraplanner

We work with many Practice Directors when it comes to helping practices with hiring. The range of experience is wide; from decades of experience in the role, to the ops employee who was recently promoted… and of course the new Practice Director coming from another field. Here are a few common mistakes we see with the role. The Rush To Delegate: The busy practitioner has heard it from their peers and their coach that they need to hire a “right hand” person… an integrator, a PRACTICE DIRECTOR. They finally find the right person. GREAT. Then comes the DELEGATION of anything non-revenue generating…only the delegation often comes too heavy and too fast. Merging: In any small and growing business, employees will wear multiple hats. Often times we see independent practices merge the Practice Director role with other responsibilities. For more on the Practice Director Role, check out June's issue of Private Research! ⬇ https://lnkd.in/e8mrJZ79

Happy Monday, we are currently #hiring for a new role in Indiana! 📍Columbus: Financial Planning Associate (series 7 and 63 preferred) Let us know if you or anyone you know might be a fit by sending a resume to: ka@lead-advisor.com

How does your firm showcase and deliver on the six emotional drivers for candidates looking to join or current employees?   Need for Certainty: predictable outcomes, security and reliability Need for Variety: keeping things interesting Need for Significance: feeling unique or special in some way Need for Connection: feeling part of “something” Need for Growth:  moving forward Need for Contribution:  giving something to someone (clients, their families, a cause)

Looking to gain insights on the Practice Director position? Our June issue of Private Research highlights role insights, a comp. study, and how the industry views the role. Subscribe now to receive the June issue! ⬇ https://lnkd.in/e8mrJZ79

Looking for a role in wealth management? Check out our new job board platform, connecting the wealth management community with open roles at firms across the industry! #hiring #jobboard #wealthmanagement https://lnkd.in/eeb5fu4B