Position Summary

The position and will be responsible for delivering outstanding financial services to a diverse book of in-house clients, including high-net-worth households. The role includes leadership responsibilities, providing guidance to the Associate Advisor and contributing to strategic business growth through client retention and the expansion of assets under management. Reporting to the Director of Strategic Initiatives, there will be close collaboration required with the senior team at LP Financial and Value Partners to execute strategic initiatives and deliver on the value proposition to our advisor partners. The is an office-based role with a broad range of responsibilities that are expected to expand as the company continues to grow.

Primary responsibilities include, but are not limited to:

• Work alongside the senior advisor as part of a planned succession st...