Founded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.
RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.
A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development.
Essential Duties and Responsibilities
- Serve as a Lead Advisor for RubinBrown Advisor clients, providing comprehensive financial planning and investment advisory services.
- Demonstrate the ability to help grow the practice by networking with existing RubinBrown partners and other centers of influence to generate opportunities.
- Effectively deliver financial plans and tailored investment solutions that are in line with the clients' goals and objectives.
- Work with Service Advisors to create custom financial plans and portfolios to meet client goals and objectives.
- Show an ability to create trust and confidence with prospective and existing clients in a short period of time.
- Work well with fellow Lead Advisors in a team environment geared towards RubinBrown’s One Firm Concept.
- Provide superior and high-quality service to clients.
- Coordinate with other trusted advisors, when necessary, such as tax, insurance, legal, etc.
- Develop team members – serve as advocate, coach, mentor.
- Provide team members with timely and candid performance feedback supporting the firm’s performance management process.
- Demonstrate technical competence in financial planning and with investments.
- Assist in the development of transition plans for current partners’ RIA clients.
- Generate new business and retain current business.
Preferred Experience/Background/Skills/Education
- Ten + years of experience as a Registered Investment Advisor, Financial Planner or Trust Officer.
- CPA, CFA or CFP designation.
- Series 65 License (or ability to obtain within six months).
- Utilize Modern Portfolio Theory (MPT).
- Ability to generate key relationships with centers of influence.
- Proven track record of generating new business.
- Exhibits passion about client service.
- Experience working with high net-worth and affluent individuals.
- Ability to successfully contribute to the success of a strategic business unit of the firm.
- Ability to supervise, coach, and develop individuals and/or large groups.
- Excellent verbal and written communication skills.
- Strict adherence to professional ethics.
- Proficiency in Microsoft Office programs (Word and Excel required).
Working Conditions/Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made upon request.
- The typical office hours are 8:00 a.m. to 5:00 p.m.
- Ability to work extra hours as determined by the workload and client expectations.
- Travel for this position will be minimal.
- Ability to sit for long periods of time.
- Ability to move throughout the office.
- Ability to lift, carry, push, pull up to 30-50 pounds.
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
EEO Employer W/M/Vet/Disabled
Education
- Bachelors or better in Accounting or related field.
- Bachelors or better in Finance or related field.
Licenses & Certifications
- Cert. Financial Planner.
- Chart. Financial Analyst.
- Cert. Public Accountant.
Skills
- Management.
- Customer Service.