Senior Wealth Advisor: Lead Top Clients, Equity

Modern Wealth Management; Seattle (WA); On-site; USD 250,000 - 370,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401k match

Job summary

Modern Wealth Management seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors work with high-value clients and help generate new relationships, with a portable book of at least $45M valued for accelerated transition support and potential equity participation.

Responsibilities include meetings, business development, client reviews, and leadership of advisors.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• 10 years of experience in financial planning, investment management, or related field.
• CFP certification is a plus.
• 4% company 401k match, 100% vested for employees.

Responsibilities

• Conduct all Get to Know meetings.
• Maximize all new business development opportunities.
• Manage top 10% of the team’s client reviews.
• Dedicate at least 20% of time to business development.
• Work with management on improving client/prospect experience.
• Manage & develop Lead and Associate Advisors.
• Collaborate on marketing strategies and programs to drive new clients.
• Serve on investment management committee or help set firm investment strategies.

Skills

Relationship management

Business development

Financial analysis

Leadership

Education

Bachelor's degree in finance, economics, business

Job description

Modern Wealth Management seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors work with high-value clients and help generate new relationships, with a portable book of at least $45M valued for accelerated transition support and potential equity participation.

Responsibilities include meetings, business development, client reviews, and leadership of advisors.