Executive Wealth Advisor

Modern Wealth Management, LLC; United States; On-site; USD 220,000 - 350,000; Full time

Benefits offered by this job

Continuing education support

Health, Dental & Vision premiums paid

401k match 4% vested

Job summary

Modern Wealth Management, LLC seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors manage top-tier, profitable clients and develop new relationships, leveraging a portable book of at least $50M with transition support and potential equity participation.

Primary duties include Get to Know meetings, business development, client review leadership, and collaboration on marketing and investment strategies.

Qualifications

• Bachelor's degree required; CFP is a plus.
• 10 years experience in financial planning, investment management, or a related field.
• Generous continuing education support.
• 100% company paid premiums for Health, Dental & Vision Coverage.
• 4% Company 401k match, 100% vested.

Responsibilities

• Conduct Get to Know meetings with clients and prospects.
• 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 on improving client/prospect experience.
• Manage & develop Lead and Associate Advisors.
• Collaborate on marketing strategies to attract new clients.
• Serve on investment management committee or help set firm investment strategies.

Skills

Business development

Client relationship management

Leadership

Strategic planning

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 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 $50M 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.