Executive Wealth Advisor

Modern Wealth Management; Chicago (IL); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Health, Dental & Vision premiums paid

4% company 401k match, fully vested

Equity participation opportunities

Job summary

Modern Wealth Management is expanding its national footprint and seeks accomplished wealth management professionals to deliver exceptional client service with strategic oversight.

Executive Wealth Advisors will manage a portable book of at least $45M, conduct Get to Know meetings, drive new business, mentor junior advisors, and guide investment strategies, marketing efforts, and client experience across markets, with leadership opportunities, equity participation, and CFP certification

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• CFP certification is a plus.
• 10 years in financial planning/investment management.

Responsibilities

• Conduct Get to Know meetings.
• Maximize 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 to improve client/prospect experience.
• Manage & develop Lead and Associate Advisors.
• Collaborate on marketing strategies, programs, and services models.
• Serve on investment management committee or help determine firm investment strategies.

Skills

Leadership experience

Business development

Client relationship management

Investment management

Education

Bachelor's degree in finance/economics/business administration

CFP certification (a plus)

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 50% of the most profitable and/or complicated clients in the firm and the remaining 50% 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 needed 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.