Executive Wealth Advisor

Compensation

Base pay range: $/yr - $/yr. Annual bonus and stock options are included. Accelerated transition support, leadership opportunities, and potential equity participation are available.

We 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.

• 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.