Lead Wealth Advisor

Modern Wealth Management; Boise (ID); On-site; USD 80,000 - 125,000; Full time

Job summary

An established industry player is seeking a National Head of Wealth Advisor Recruiting to lead client retention efforts and oversee financial planning strategies. This exciting role requires a blend of financial expertise and leadership skills, as you'll be responsible for mentoring Relationship Managers and ensuring top-tier client service. With a commitment to diversity and inclusion, this firm offers a supportive environment where innovative ideas are encouraged. If you're passionate about finance and eager to make a significant impact, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Paid Maternity Leave

Paid Paternity Leave

Tuition Assistance

Qualifications

• 5 years experience in financial planning or investment management.
• Bachelor's degree in finance or related field is required.

Responsibilities

• Conduct ongoing client meetings and solve complex financial issues.
• Manage Relationship Managers and oversee client onboarding.

Skills

Financial Planning

Investment Management

Client Retention

Coaching and Mentoring

Marketing Coordination

Education

Bachelor's Degree in Finance

Certified Financial Planner (CFP)

Job description

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National Head of Wealth Advisor Recruiting

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision.

Primary Duties:

• Conducts all on-going client meetings once prospect transitions to a client.
• Solves complicated financial planning, estate, tax, and retirement issues.
• Monitor lead flow, contact, and follow up.
• Serves on investment management committee or helps determine firm investment strategies for clients.
• Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
• Participates and coordinates marketing efforts for the Senior Advisors.
• Manages all Relationship Managers under their supervision.
• Facilities all onboarding work for new clients.
• Coach and mentor Relationship Manager.
• Assist Marketing with content and content creation.
• Monitor Opportunities within each client’s portfolio.
• Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.
• Assist Relationship Manager with managing Bookings calendars for the entire team.

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 required.
• 5 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

At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Business Development, and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

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