Lead Investment AdvisorRubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has over 1,000 team members across locations in Chicago, Denver, Kansas City, Las Vegas, Mumbai, Nashville, and St. Louis.RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. As a wholly owned affiliate of RubinBrown LLP, we are dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence.A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development.Major ResponsibilitiesServe as a Lead Advisor for RubinBrown Advisor clients, providing comprehensive financial planning and investment advisory servicesDemonstrate the ability to help grow the practice by networking with existing RubinBrown partners and other centers of influence to generate opportunitiesEffectively deliver financial plans and tailored investment solutions that are in line with the clients goals and objectivesWork with Client Service Associate to create custom financial plans and portfolios to meet client goals and objectivesShow an ability to create trust and confidence with prospective and existing clients in a short period of timeWork well with fellow Lead Advisors in a team environment geared towards the RubinBrown's One Firm ConceptProvide superior and high quality service to clientsCoordinate with other trusted advisors, when necessary, such as tax, insurance, legal, etc…Develop team members – serve as advocate, coach, mentorProvide team members with timely and candid performance feedback supporting the firm's performance management process.Demonstrate technical competence in financial planning and with investmentsAssist in development of transition plans for current partners' RIA clientsGenerate new business and retain current businessPreferred Experience/Background/SkillsAt least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust OfficerCPA, CFA or CFP designationSeries 65 License (or ability to obtain within six months)Utilize Modern Portfolio Theory (MPT)Ability to generate key relationships with centers of influenceProven track record of generating new businessExhibits passion about client serviceExperience working with high net-worth and affluent individualsAbility to successfully contribute to the success of a strategic business unit of the firmAbility to supervise, coach, and develop individuals and/or large groupsExcellent verbal and written communication skillsStrict adherence to professional ethicsProficiency in Microsoft Office programs (Word and Excel required)Working ConditionsTypical office hours are 8:00 a.m.
to 5:00 p.m.Ability to work extra hours as determined by the workload and client expectationsTravel for this position will be minimalAbility to sit for long periods of timeAbility to move throughout officeAbility to lift, carry, push, pull up to 30-50 poundsTo 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. Accommodation is 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/DisabledRubinBrown is an independent member of Baker Tilly International, the 8th largest global accounting network in the world.
For more information, visit Nevada, and Illinois Salary StatementThe salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD, MBA, CPA, CFE, CISA, CFP).QualificationsSkillsRequiredManagementExpertCustomer ServiceExpertBehaviorsRequiredInnovativeConsistently introduces new ideas and demonstrates original thinkingFunctional ExpertConsidered a thought leader on a subjectEducationRequiredBachelors or better in Accounting or related field.Bachelors or better in Finance or related field.Licenses & CertificationsPreferredCert. Financial PlannerChart. Financial AnalystCert.
Public AccountantEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.