Senior Wealth Advisor — Lead Top Clients & Grow AUM

CivicMinds, Inc; California; On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Generous continuing education support

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

Job summary

A financial services firm is seeking accomplished Executive Wealth Advisors to expand their national footprint in California. These professionals will manage top clients and develop new relationships, overseeing significant revenue generation. Applicants should have a bachelor's degree in finance or related fields, and 10 years of related experience. A portable book of at least $45M in assets is highly valued. Generous benefits include fully paid health, dental, and vision coverage.

Qualifications

• 10 years of experience in financial planning, investment management, or a related field.
• A portable book of at least $45M in client assets is highly valued.

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 team to improve client experience.

Skills

Business development

Client relationship management

Investment management

Team leadership

Education

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

Certified Financial Planner (CFP)

Job description

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