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Investments Advisor
Jobs
#694323
Full Time
Job Description
Full job description
Who We Are:
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.
Job Summary: The Wealth Advisor will be a pivotal member of a growth-oriented team, working alongside an experienced lead advisor to deliver client-focused wealth management solutions. In this role, you will have the opportunity to manage and nurture an established and expanding client base while gaining hands-on experience in advanced financial planning, including retirement strategies, tax optimization, estate coordination, and risk management. You will participate in client meetings, contribute to the development of tailored investment and planning strategies, and strengthen client relationships through consistent guidance. Beyond client service, this role offers exposure to business development initiatives and the chance to play a part in growing the firm’s investment management book.
By joining this dynamic team, you will learn from experienced advisors, stay at the forefront of market trends and financial products, and operate in an environment that values collaboration, continuous learning, and measurable growth. This is an exceptional opportunity to accelerate your career while contributing to a team dedicated to excellence and long-term client success.
Job Accountabilities:
Duties
Partner with the lead advisor to deliver comprehensive wealth management solutions through technical sales, analytics, and client service, including investment sales for prospective clients.
Manage and deepen ongoing client relationships through proactive communication and high-touch service
Participate in client meetings, portfolio reviews, and financial planning discussions
Articulating an in-depth understanding of Lenox’s asset management capabilities to prospective clients during the initial stages of the discovery.
Manage and deepen client relationships while coordinating with vendors and third-party managers to oversee and optimize investment portfolios.
Serving as a liaison between the RM, the client, and selected vendors/third party money to effectively oversee each client’s investment picture.
Establish and maintain strong relationships with our vendors and third party money managers.
Works proficiently in our MOSAIC CRM to ensure compliance with documenting client meetings, annual CRIA reviews and client service resolutions.
Managing the workflow and client experience to ensure the quality, accuracy and timeliness for new account openings as well as ongoing service.
Support business development efforts, including prospecting, referrals, and team growth initiatives
Gradually assume greater responsibility for sophisticated financial planning, including retirement, tax-aware strategies, and estate planning coordination
Learn and integrate insurance and risk management solutions into holistic client plans
Job Competencies: (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Knowledge
Demonstrate deep knowledge about the variety of investment choices available to satisfy portfolio construction including risk factors, tax implications, and why one investment would be selected over another
Market knowledge
Asset Class knowledge (equities, fixed income, alternatives) and Investment Vehicle knowledge
Knowledge of insurance solutions and variable/fixed/structured annuities is a plus
Experience at, or working for a FINRA regulated Broker Dealer
Required Skills/Abilities
Effectively matches the stated financial goals for a client with appropriate investments and overall portfolio strategy recommendations
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the client’s financial relationship
Works well within a team environment
Skillfully analyzes performance, style, and risk measures for investment portfolios
Ability to make decisions and recommendations about complex issues and solutions
Demonstrated sales ability and comfort with client-facing and relationship-driven business development
Strong organizational skills with the ability to manage multiple client relationships and priorities effectively
Experience with or strong interest in comprehensive financial planning
Highly motivated, disciplined, and hardworking with a team-oriented, growth mindset
Excellent communication and interpersonal skills
Required Behaviors/Attitudes
Remains optimistic through tumultuous market changes
Proactive communication with clients during volatile markets
Team oriented; Demonstrates a service attitude
Self-motivated
Conveys a command of the relevant facts and information
Education/Experience/License Requirements:
Minimum of 4 years of experience in wealth management, financial advisory, or a related financial services role
Familiarity with sophisticated financial planning and investments products specifically designed for high net worth clients
Bachelor’s Degree
Series 7 and 66 licenses
Life & Health
CFA or CIMA (preferred)
CFP a plus
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $100,000.00 – $150,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
Who We Are:
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.
Job Summary: The Wealth Advisor will be a pivotal member of a growth-oriented team, working alongside an experienced lead advisor to deliver client-focused wealth management solutions. In this role, you will have the opportunity to manage and nurture an established and expanding client base while gaining hands-on experience in advanced financial planning, including retirement strategies, tax optimization, estate coordination, and risk management. You will participate in client meetings, contribute to the development of tailored investment and planning strategies, and strengthen client relationships through consistent guidance. Beyond client service, this role offers exposure to business development initiatives and the chance to play a part in growing the firm’s investment management book.
By joining this dynamic team, you will learn from experienced advisors, stay at the forefront of market trends and financial products, and operate in an environment that values collaboration, continuous learning, and measurable growth. This is an exceptional opportunity to accelerate your career while contributing to a team dedicated to excellence and long-term client success.
Job Accountabilities:
Duties
Partner with the lead advisor to deliver comprehensive wealth management solutions through technical sales, analytics, and client service, including investment sales for prospective clients.
Manage and deepen ongoing client relationships through proactive communication and high-touch service
Participate in client meetings, portfolio reviews, and financial planning discussions
Articulating an in-depth understanding of Lenox’s asset management capabilities to prospective clients during the initial stages of the discovery.
Manage and deepen client relationships while coordinating with vendors and third-party managers to oversee and optimize investment portfolios.
Serving as a liaison between the RM, the client, and selected vendors/third party money to effectively oversee each client’s investment picture.
Establish and maintain strong relationships with our vendors and third party money managers.
Works proficiently in our MOSAIC CRM to ensure compliance with documenting client meetings, annual CRIA reviews and client service resolutions.
Managing the workflow and client experience to ensure the quality, accuracy and timeliness for new account openings as well as ongoing service.
Support business development efforts, including prospecting, referrals, and team growth initiatives
Gradually assume greater responsibility for sophisticated financial planning, including retirement, tax-aware strategies, and estate planning coordination
Learn and integrate insurance and risk management solutions into holistic client plans
Job Competencies: (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Knowledge
Demonstrate deep knowledge about the variety of investment choices available to satisfy portfolio construction including risk factors, tax implications, and why one investment would be selected over another
Market knowledge
Asset Class knowledge (equities, fixed income, alternatives) and Investment Vehicle knowledge
Knowledge of insurance solutions and variable/fixed/structured annuities is a plus
Experience at, or working for a FINRA regulated Broker Dealer
Required Skills/Abilities
Effectively matches the stated financial goals for a client with appropriate investments and overall portfolio strategy recommendations
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the client’s financial relationship
Works well within a team environment
Skillfully analyzes performance, style, and risk measures for investment portfolios
Ability to make decisions and recommendations about complex issues and solutions
Demonstrated sales ability and comfort with client-facing and relationship-driven business development
Strong organizational skills with the ability to manage multiple client relationships and priorities effectively
Experience with or strong interest in comprehensive financial planning
Highly motivated, disciplined, and hardworking with a team-oriented, growth mindset
Excellent communication and interpersonal skills
Required Behaviors/Attitudes
Remains optimistic through tumultuous market changes
Proactive communication with clients during volatile markets
Team oriented; Demonstrates a service attitude
Self-motivated
Conveys a command of the relevant facts and information
Education/Experience/License Requirements:
Minimum of 4 years of experience in wealth management, financial advisory, or a related financial services role
Familiarity with sophisticated financial planning and investments products specifically designed for high net worth clients
Bachelor’s Degree
Series 7 and 66 licenses
Life & Health
CFA or CIMA (preferred)
CFP a plus
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $100,000.00 – $150,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
