Executive Wealth Advisor: Lead Top Clients & Growth
Modern Wealth Management
14 days+
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Benefits offered by this job
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.
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.
Skills
Financial planning
Investment management
Business development
Client relationship management
Education
Bachelor’s degree in finance, economics, or business administration
Job description
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.
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