Executive Wealth Advisor

Modern Wealth Management, LLC; Alpharetta (GA); Presencial; USD 200.000 - 450.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company-paid health coverage (medical)

Dental & vision coverage

4% 401k match, 100% vesting

Continuing education support

Descripción de la vacante

Modern Wealth Management, LLC seeks accomplished wealth management professionals to expand its national footprint in the United States. Executive Wealth Advisors work with the top 20% most profitable clients and develop new client relationships, while overseeing top-tier clients who generate significant revenue for the firm.

A portable book of at least $45M in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity

Formación

• Bachelor's degree in finance, economics, business, or related field.
• 10 years experience in financial planning or investment management.
• CFP certification is a plus.
• 4% company 401k match, 100% vested; company-paid health, dental & vision.

Responsabilidades

• Conduct Get to Know meetings with prospects.
• Maximize new business development opportunities.
• Manage top 10% of client reviews.
• Dedicate at least 20% of time to business development.
• Work with management team on improving client/prospect experience.
• Manage & develop Lead and Associate Advisors.
• Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.
• Serves on investment management committee or helps determine firm investment strategies for clients.

Educación

Bachelor's degree in finance, economics, business administration, or related field

Certified Financial Planner (CFP) certification

Descripción del empleo

We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint.

Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of at least $45M in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity participation.

Primary Duties:

• Conduct all Get to Know meetings
• Maximize all new business development opportunities
• Manage top 10% of the team’s client reviews.
• Dedicate at least 20% of time in business development.
• Work with management team on improving client/prospect experience.
• Manage & develop Lead and Associate Advisors.
• Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.
• Serves on investment management committee or helps determine firm investment strategies for clients.

Requirements:

• A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus.
• 10 years experience in financial planning, investment management, or a related field.
• Generous continuing education support
• 100% company paid employee only premiums for Health, Dental & Vision Coverage
• 4% Company 401k match, 100% vested

We are proud to be an equal opportunity employer. We are committed to building an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.