Senior Wealth Advisor 50M AUM, Equity Eligible

Modern Wealth Management, LLC; United States; On-site; USD 220,000 - 350,000; Full time

Benefits offered by this job

Continuing education support

Health, Dental & Vision premiums paid

401k match 4% vested

Job summary

Modern Wealth Management, LLC seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors manage top-tier, profitable clients and develop new relationships, leveraging a portable book of at least $50M with transition support and potential equity participation.

Primary duties include Get to Know meetings, business development, client review leadership, and collaboration on marketing and investment strategies.

Qualifications

• Bachelor's degree required; CFP is a plus.
• 10 years experience in financial planning, investment management, or a related field.
• Generous continuing education support.
• 100% 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 all new business development opportunities.
• Manage top 10% of the team’s client reviews.
• Dedicate at least 20% of time in business development.
• Work with management on improving client/prospect experience.
• Manage & develop Lead and Associate Advisors.
• Collaborate on marketing strategies to attract new clients.
• Serve on investment management committee or help set firm investment strategies.

Skills

Business development

Client relationship management

Leadership

Strategic planning

Education

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

Job description

Modern Wealth Management, LLC seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors manage top-tier, profitable clients and develop new relationships, leveraging a portable book of at least $50M with transition support and potential equity participation.

Primary duties include Get to Know meetings, business development, client review leadership, and collaboration on marketing and investment strategies.