Executive Wealth Advisor

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

Benefits offered by this job

Generous continuing education support

100% company paid health, dental & vision coverage

4% Company 401k match

Transition support and leadership机会

Job summary

A wealth management firm in Tampa, Florida, seeks experienced wealth advisors to manage top-tier clients and expand client relationships. Candidates should have a bachelor's degree in finance or related fields, along with over 10 years of experience in financial planning or investment management. The role includes conducting client meetings, maximizing business development efforts, and collaborating on marketing strategies. Competitive benefits include generous 401k match, health coverage, and continuing education support.

Qualifications

• 10 years experience in financial planning or investment management.
• Certification such as Certified Financial Planner (CFP) is a plus.
• Strong ability to develop client relationships and oversee top tier clients.
• 100% company paid employee only premiums for Health, Dental & Vision Coverage.
• 4% Company 401k match, 100% vested.

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 in business development.
• Collaborate on new marketing strategies to drive new clients.
• 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.

Skills

Financial planning

Investment management

Business development

Client relationship management

Education

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

CFP certification (preferred)

Job description

Overview

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.