Executive Wealth Advisor

CivicMinds, Inc; California (MO); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Generous continuing education support

100% company paid employee premiums for Health, Dental & Vision

Equity participation

Company-paid health, dental & vision

Job summary

A financial services firm is seeking accomplished Executive Wealth Advisors to expand their national footprint in California. These professionals will manage top clients and develop new relationships, overseeing significant revenue generation. Applicants should have a bachelor's degree in finance or related fields, and 10 years of related experience. A portable book of at least $45M in assets is highly valued. Generous benefits include fully paid health, dental, and vision coverage.

Qualifications

• 10 years of experience in financial planning, investment management, or a related field.
• A portable book of at least $45M in client assets is highly valued.
• CFP certification is a plus.
• 100% company-paid premiums for Health, Dental & Vision for employees.

Responsibilities

• 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 to business development.
• Work with management team to improve client experience.
• Lead and develop Lead and Associate Advisors.
• Contribute to marketing strategies to drive new clients.
• Participate in investment strategy discussions and committees.

Skills

Business development

Client relationship management

Investment management

Team leadership

Education

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

Certified Financial Planner (CFP)

Tools

Job description

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-year 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