Executive Wealth Advisor

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 of at least $50M 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.
• 10-year experience in financial planning, investment management, or a related field.