Executive Wealth Advisor — Lead Top Clients & Growth
CivicMinds, Inc
14 days+
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Benefits offered by this job
Job summary
CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing on business development. Responsibilities involve meeting clients, overseeing advisor reviews, and collaborating on marketing strategies. Candidates should have a bachelor's degree in finance or related fields, with CFP certification valued. The company offers generous support for continuing education and pays 100% of employee premiums for Health, Dental & Vision Coverage.
Qualifications
- Bachelor's degree in finance, economics, business administration, or related field is typically required.
- Experience in financial planning, investment management, or a related field.
- Certification such as Certified Financial Planner (CFP) is a plus.
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 to business development.
- Work with management team on improving client/prospect experience.
Skills
Client relationship management
Business development
Financial planning
Investment management
Education
Bachelor's degree in finance, economics, business administration, or related field
Certified Financial Planner (CFP)
Job description
CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing on business development. Responsibilities involve meeting clients, overseeing advisor reviews, and collaborating on marketing strategies. Candidates should have a bachelor's degree in finance or related fields, with CFP certification valued. The company offers generous support for continuing education and pays 100% of employee premiums for Health, Dental & Vision Coverage.
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