Lead Advisor
Lead with Purpose. Advise with Impact.
Vantage HR Consulting is proud to partner with Meridian Financial Partners in the search for an exceptional Lead Advisor. If you're a relationship-driven CFP® professional who is passionate about helping clients achieve lasting financial confidence, this is an opportunity to build your career with a respected fiduciary firm.
Position at a Glance
Role: Lead Advisor
Location: Warrenton, VA
Salary: $135,000-$165,000 (Does not include bonus or CFP® designation pay.)
Status: Full-time, exempt
Reports to: Senior Financial Advisor
About the Firm
Meridian Financial Partners provides holistic financial solutions to individuals and organizations nationwide. Headquartered in Warrenton, Virginia, the firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources.
Visit their website: www.meridianfinancialpartners.com
Position Overview
The Lead Advisor is a key client-facing role responsible for building long-term client relationships and delivering holistic, fiduciary financial guidance. As a trusted advisor, you'll lead client engagements, develop comprehensive financial strategies, and help clients navigate every stage of their financial journey. The ideal candidate demonstrates:
- Ability to build, manage, and sustain long-term client relationships
- Strong interpersonal skills and emotional intelligence
- Commitment to providing unbiased, transparent recommendations
- Proactive approach to client needs and potential risks
- Collaborative approach to working with investment, operations and planning teams
Who You Are
You are an experienced, client-centered advisor who leads relationships with confidence, integrity, and care. You take a holistic approach to financial planning, communicate complex concepts with clarity, and proactively guide clients through important financial decisions. You value collaboration and delivering a seamless client experience. As a CFP® professional, you hold yourself to the highest fiduciary and professional standards and contribute positively to firm culture and long-term growth.
Qualifications
- CFP® designation required
- 6+ years of advising experience
- Experience developing comprehensive financial plans
- Excellent relationship management skills
- Strong presentation and communication skills
- Bachelor's degree in Finance, Accounting, or related field
Key Responsibilities
- Serve as the primary advisor and relationship lead for assigned clients
- Lead client meetings and deliver holistic financial planning and investment guidance
- Develop, implement, and regularly update comprehensive financial plans aligned with client goals
- Provide clear, unbiased recommendations while acting in a fiduciary capacity
- Collaborate with the investment team to align portfolios with client strategies and risk profiles
- Monitor client progress and proactively recommend adjustments as life circumstances or markets change
- Communicate complex financial concepts with clarity and confidence
- Provide mentorship and guidance to junior team members
- Contribute to firm growth through strong client relationships, referrals, and professional presence
Salary and Benefits
- Competitive pay
- Team based incentive plan
- Medical and dental insurance benefits
- Retirement plan match
- Paid vacation
Ready to make an impact?
If you're passionate about building trusted client relationships, delivering strategic financial guidance, and making a lasting difference in people's lives, we’d love to hear from you. Email your resume and CV to info@vantagehrconsulting.com today.
