Senior Wealth Advisor — Elite Clients, Growth & Equity

Modern Wealth Management, LLC; Alpharetta (GA); On-site; USD 200,000 - 450,000; Full time

Benefits offered by this job

Company-paid health coverage (medical)

Dental & vision coverage

4% 401k match, 100% vesting

Continuing education support

Job summary

Modern Wealth Management, LLC seeks accomplished wealth management professionals to expand its national footprint in the United States. Executive Wealth Advisors work with the top 20% most profitable clients and develop new client relationships, while overseeing top-tier clients who generate significant revenue for the firm.

A portable book of at least $45M in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• 10 years experience in financial planning or investment management.
• CFP certification is a plus.
• 4% company 401k match, 100% vested; company-paid health, dental & vision.

Responsibilities

• Conduct Get to Know meetings with prospects.
• Maximize new business development opportunities.
• Manage top 10% of client reviews.
• Dedicate at least 20% of time to 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.
• Serves on investment management committee or helps determine firm investment strategies for clients.

Education

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

Certified Financial Planner (CFP) certification

Job description

Modern Wealth Management, LLC seeks accomplished wealth management professionals to expand its national footprint in the United States. Executive Wealth Advisors work with the top 20% most profitable clients and develop new client relationships, while overseeing top-tier clients who generate significant revenue for the firm.

A portable book of at least $45M in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity