Executive Wealth Advisor

Modern Wealth Management; Portland (OR); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health & Vision Insurance

401(k) with 4% match

Job summary

Modern Wealth Management, headquartered in Portland, seeks an Executive Wealth Advisor to serve its most profitable and complex clients while expanding the firm's national footprint. You will oversee top-tier client relationships and lead business development efforts across markets.

A portable book of at least $50M in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity participation.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field is typically required.
• CFP certification is a plus.

Responsibilities

• Conduct 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 to drive new clients.
• Serve on investment management committee or help determine firm investment strategies for clients.

Education

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

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 $50M 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.