Wealth Manager

CivicMinds, Inc; California (MO); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Generous continuing education support

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

Job summary

CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing on business development. Responsibilities involve meeting clients, overseeing advisor reviews, and collaborating on marketing strategies. Candidates should have a bachelor's degree in finance or related fields, with CFP certification valued. The company offers generous support for continuing education and pays 100% of employee premiums for Health, Dental & Vision Coverage.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field is typically required.
• Experience in financial planning, investment management, or a related field.
• Certification such as Certified Financial Planner (CFP) is a plus.

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 on improving client/prospect experience.

Skills

Client relationship management

Business development

Financial planning

Investment management

Education

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

Certified Financial Planner (CFP)

Job description

We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint.

Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity participation.

Primary Duties:

• 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 in 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

Requirements:

• A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus.
• Experience in financial planning, investment management, or a related field.
• Generous continuing education support
• 100% company paid employee only premiums for Health, Dental & Vision Coverage