More jobs:
Executive Wealth Advisor
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-01-12
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Business
Job Description & How to Apply Below
Compensation
Base pay range: $/yr - $/yr. Annual bonus and stock options are included. Accelerated transition support, leadership opportunities, and potential equity participation are available.
OverviewWe are seeking accomplished and well-organized wealth management professionals to help expand our national footprint. Executive Wealth Advisors focus on the top 20% of the most profitable and/or complicated clients, while also developing new relationships for the remaining 80%. A portable book of approximately $50M in client assets is highly valued.
Primary Duties- Conduct all client meetings and maximize new business development opportunities.
- Manage top 10% of the team's client reviews and dedicate at least 20% of time to business development.
- Work with the management team to improve client and prospect experience.
- Manage and develop Lead and Associate Advisors.
- Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.
- Serve on the investment management committee or help determine firm investment strategies for clients.
- Minimum 10 years of experience in financial planning, investment management, or a related field.
- Bachelor's degree in finance, economics, business administration, or related field. CFP certification is a plus.
- Persistent commitment to continuing education.
- Full coverage of health, dental, and vision premiums by the company.
- 4% company 401(k) match, fully vested.
- 401(k) plan with company match.
- Health, dental, and vision insurance.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×