Executive Wealth Advisor
Listed on 2026-03-11
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Finance & Banking
Financial Consultant -
Business
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.
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