Executive Wealth Advisor

Job description:

• Conduct all Get to Know meetings
• Maximize all new business development opportunities
• Manage top 20% of the teams 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.

Qualifications:

• 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.

Why is This a Great Opportunity:

• Conduct all Get to Know meetings
• Maximize all new business development opportunities
• Manage top 20% of the teams 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.

Salary Type : Annual Salary

Salary Min : $ 180000

Salary Max : $ 250000

Currency Type : USD