Affinity Wealth Management, LLC (AWM) is seeking a talented and knowledgeable professional to serve in the capacity of Lead Advisor in its Wilmington, Delaware office.  

The primary responsibility of a Lead Advisor is client retention and reviewing/presenting client related financial plan and investment recommendations with existing clients without supervision. They spend 80% of their time with existing on-going client relationships. Typically, they spend about 20% of their time developing new client relationships, and they attend and/or close prospective clients who are referred to the company or generated by Senior Advisors. Lead Advisors often have a designation and over five years’ experience working in the advisory or related profession. They review changes in the marketplace and industry and work with Senior Advisors and the Portfolio Manager to adjust client plans and investment allocations accordingly. They must be familiar and fluent in understanding a variety of financial concepts, practices, and procedures. They rely on extensive experience and judgment to help clients solve complicated financial and investment management issues.