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BurgerBusters
Restaurant General Manager Trainee
Richmond, Virginia, United States · On-site
$17/hr–$36/hr
Mid level
“You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owners who set their own …
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Full-time
professional certificate
401(k), Health insurance, Competitive benefits package, Tuition reimbursement
Posted 12d ago
~40 hrs/week
Responsibilities
The Lead Advisor manages client relationships and oversees the advisory support team to deliver financial planning and investment strategies. They are responsible for driving client retention, managing investment portfolios, and ensuring high-quality service delivery.
Requirements
Candidates must have 5+ years of experience in a client-facing advisory or wealth management role. Required credentials include Series 7 and Series 66 licenses, along with a CFP® designation.
Full job description
Lead with Purpose. Partner with Impact.
Leads and manages advisory support team members while overseeing client relationships and delivering financial planning, investment analysis, recommendations, and trade execution under senior oversight to drive client service excellence, retention, and growth.
What You’ll Do:
Own the client relationship as primary point of contact. Build and deepen trust and drive retention, expansion of wallet share and referrals.
Lead investment strategy for clients: Investment Committee participation, portfolio management, and investment proposals.
Own the financial plan and its delivery to the client. Planning execution runs through the advisory support team.
Own the client experience and the tools that power it: CRM, planning software, and client-facing technology.
Lead and manage the advisory support roles. Set clear expectations, manage to them, and hold the team accountable
Put the client first in every recommendation, even when it is the harder path. Know the details of their life and goals, and lead every interaction with empathy
Own the client's outcome, not just the meeting, guiding them towards their wealth goals. Actively assess risks and opportunities to anticipate client or firm needs.
Bring real depth to planning and investments, creating tailored strategies for diverse client needs. Maintain high advice quality, and keep sharpening your skillset as markets and planning evolve.
Ask the questions that uncover what the client truly needs. Understand before you advise, and adopt tools and ideas that serve clients better.
Lead the Service Advisors and advisory support team with clarity and respect. Share credit, communicate openly, and put client and firm success ahead of personal glory.
What You Bring:
5+ years in a client-facing advisory or wealth management role
Required licenses / registrations: Series 7, Series 66 or equivalent; CFP®
Strong financial planning experience and knowledge of investment management principles and portfolio oversight.
Experience leading, mentoring, or directing support staff
Strong public speaking and presentation skills to engage clients and represent the firm effectively.
Ability to travel to Richmond, VA area, as needed for client events
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
The industry-leading, independent advisor platform that empowers your success.
Industry
Financial Services
Company size
201-500 employees
Headquarters
Austin, TX
LinkedIn followers
20,715
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Offices: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735, US
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