Executive Wealth Advisor

TIUM Staffing LLC; Mesa (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A leading staffing firm is seeking an experienced Wealth Advisor in Mesa, Arizona, to manage a portable book of assets of at least $50 million AUM. The ideal candidate will have a minimum of 10 years of experience in financial planning and investment management, along with a Certified Financial Planner (CFP) certification. Responsibilities include managing significant client relationships and maximizing business development opportunities. This role involves collaborating on new marketing strategies and participating in investment decision-making processes.

Qualifications

• 10 years of experience in financial planning or investment management.
• Significant experience managing portable assets of at least $50 million AUM.

Responsibilities

• Conduct Get to Know meetings for new clients.
• Maximize business development opportunities.
• Manage significant client reviews and relationships.
• Dedicate time to business development activities.

Skills

Client relationship management

Business development

Investment strategy formulation

Education

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

Certified Financial Planner (CFP)

Job description

• 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 existing clients is preferred -with at least $50 million AUM portable.

What you'll do:

• Conduct all Get to Know meetings
• Maximize all new business development opportunities
• Manage top 20% of the team’s client reviews.
• Dedicate at least 80% 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.

Experience you'll need:

• Significant experience as a Wealth Advisor with at least $50 million AUM portable.
• Certification such as Certified Financial Planner (CFP) is required.
• 10 years experience in financial planning, investment management, or a related field.
• A bachelor's degree in finance, economics, business administration, or a related field is typically required.