Executive Wealth Advisor - Certified Financial Planner (CFP)

Job Description

Job Description

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 of existing clients is preferred.

What you'll do :

Conduct all Get to Know meetings

Maximize all new business development opportunities

Manage top 20% of the team’s client reviews.

Dedicate at least 80% 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.

Experience you'll need :

A bachelor's degree in finance, economics, business administration, or a related field is typically required.

Certification such as Certified Financial Planner (CFP) is required.

A portable book of existing clients is preferred.

10 years experience in financial planning, investment management, or a related field.

Key Benefits

Generous continuing education support

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

4% Company 401k match, 100% vested