ManagingDirector&LeadFinancialAdvisor

## Accountabilities You will lead advisory delivery while shaping and scaling a national retirement planning division focused on public sector employees. Serve as the lead financial advisor for the division, managing complex retirement planning relationships with federal, state, and public sector clients. Conduct comprehensive financial and retirement planning consultations, converting qualified prospects into long-term advisory clients. Provide strategic guidance on pension optimization, Social Security planning, TSP strategies, and broader wealth management solutions. Mentor, coach, and support financial advisors to improve performance, client outcomes, and professional development. Support advisor onboarding, training, and ongoing capability development across the organization. Collaborate with executive leadership on growth strategy, platform development, and national expansion initiatives. Contribute to building scalable systems, processes, and best practices for a high-growth advisory organization. Strengthen client relationships through ongoing advisory support and long-term planning engagement. Requirements This role requires deep financial advisory expertise, strong retirement planning knowledge, and proven leadership experience within advisory environments. 10+ years of experience as a financial advisor or wealth management professional. Active Series 7 and Series 66 (or equivalent) licenses, along with Life & Health Insurance license. Strong expertise in retirement planning, including pensions, TSP, Social Security optimization, and tax-efficient strategies. Proven experience working with affluent, pre-retiree, and retiree client segments. Demonstrated ability to build and manage long-term client relationships in a consultative advisory setting. Leadership experience, including mentoring or coaching financial advisors. Strong communication and interpersonal skills with the ability to guide both clients and advisory teams. CFP®, RICP®, ChFC®, or similar de