Lead Financial Advisor

Miller Retirement Group is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. They are seeking a motivated Lead Financial Advisor to provide expert guidance to clients, helping them achieve their financial goals through tailored investment strategies. Responsibilities Develop personalized financial plans tailored to client needs Manage client portfolios, ensuring alignment with their long-term wealth management objectives Advise clients on cash management, asset allocation, and risk mitigation strategies Effectively convert qualified prospects into clients through consultative sales and relationship-building Conduct thorough financial analysis using advanced financial software and research tools Support sales efforts by presenting financial products and services that meet client needs Stay informed about market trends and conduct research to inform strategic planning decisions Maintain and update client information using the firm’s CRM system (Redtail) Confidence to speak publicly and lead seminars and workshops Skills High School Diploma 1+ years experience License to sell securities preferred, including but not limited to series 65, 63, 66 Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Demonstrates proficiency and confidence working across various platforms and operating systems Self-starter who takes initiative and works well independently Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Excellent communication; written and verbal Exhibits meticulous attention to detail and a commitment to accuracy Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Sales experience within the financial industry Additional financial designations like CFP, RICP, RMA, or similar designations Benefits Health, dental and vision insurance PTO Retirement plan with 3% match Company Overview Miller Retirement Group offers retirement planning and wealth management services through AE Wealth Management, LLC. It was founded in 2010, and is headquartered in Lawrence, Kansas, USA, with a workforce of 2-10 employees. Its website is