Senior Wealth Advisor

Modern Wealth Management; Alpharetta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading company in wealth management is seeking a National Head of Wealth Advisor Recruiting. The role requires substantial experience in financial planning and investment management along with strong capabilities in client relationship management and team leadership. This position will oversee top-tier clients and lead business development efforts, making it essential for candidates to have a proven track record in a similar capacity.

Benefits

Generous continuing education support

100% company paid employee only premiums for Health, Dental & Vision Coverage

4% Company 401k match, 100% vested

Paid maternity leave

Paid paternity leave

Tuition assistance

Qualifications

• 10 years experience in financial planning, investment management, or a related field.
• Strong background in managing client relationships and business development.
• Experience in training and supervising staff.

Responsibilities

• Manage top 20% of team’s client reviews and engage in business development 80% of the time.
• Oversee, train, and mentor advisory staff.
• Collaborate on marketing strategies to attract new clients.

Skills

Client Relationship Management

Business Development

Mentoring

Supervision

Education

Bachelor's degree in finance, economics, business administration, or related field

Certification such as Certified Financial Planner (CFP)

Job description

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National Head of Wealth Advisor Recruiting

Senior Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They also spend a significant amount of their time overseeing, training, and supervising other staff members. 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 existing clients is a plus.

Primary Duties:

• Conduct all Get to Know meetings
• Manage top 20% of the team’s client reviews.
• Dedicate at least 80% 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.
• Train, coach, and mentor entire advisory staff to ensure the highest level of client service, professional knowledge, and competence.
• Oversee the compliance operations and ensure they are being adhered to at the highest level of excellence.
• 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 required.
• 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

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

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Consulting

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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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