Senior Wealth Advisor - $45M Book, Leadership & Equity
Modern Wealth Management
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Benefits offered by this job
Job summary
Modern Wealth Management in Alpharetta, GA seeks an accomplished Executive Wealth Advisor to help expand our national footprint. The role targets the top 20% of profitable clients and cultivates new relationships, with a portable book of at least $45M that offers accelerated transition support, leadership opportunities, and potential equity participation.
The position emphasizes strategic client growth, team development, and collaboration with management to enhance the client/prospect experience
Qualifications
- Bachelor's degree in finance, economics, business administration, or related field.
- CFP certification is a plus.
- 10 years experience in financial planning or investment management.
- Generous continuing education support.
- 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 new business development opportunities.
- Manage top 10% of the team’s client reviews.
- Dedicate at least 20% of time to business development.
- Collaborate with management to improve client/prospect experience.
- Develop and mentor Lead and Associate Advisors.
- Contribute to marketing strategies to attract new clients.
- Participate in firm investment strategy discussions.
Skills
Education
Job description
Modern Wealth Management in Alpharetta, GA seeks an accomplished Executive Wealth Advisor to help expand our national footprint. The role targets the top 20% of profitable clients and cultivates new relationships, with a portable book of at least $45M that offers accelerated transition support, leadership opportunities, and potential equity participation.
The position emphasizes strategic client growth, team development, and collaboration with management to enhance the client/prospect experience
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