Executive Wealth Advisor - Certified Financial Planner (CFP)
Job Description
Job Description
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 existing clients is preferred.
What you'll do:
Conduct all Get to Know meetings
Maximize all new business development opportunities
Manage top 20% of the team’s 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.
Experience you'll need:
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 of experience in financial planning, investment management, or a related field.
Significant experience as a Wealth Advisor with at least $50 million AUM portable.
Key Benefits
Generous continuing education support
100% company paid employee only premiums for Health, Dental & Vision Coverage
4% Company 401k match, 100% vested
Recommended Jobs
OTR CDL-A Company Driver Dry Van and Reefer - 0.65 CPM - 2,400 Weekly - New Trucks
OTR CDL-A Company Driver – Dry Van and Reefer $0.65 CPM $2,200 Weekly Avg New Trucks Run all 48 states Weekly direct deposit 1099 position Late-model Freightliner Cascadia trucks with dry van tra…
Industrial Maintenance Mechanic
Industrial Maintenance Mechanic Maintenance Mechanics follow the Engineering Team Leader’s direction and fully embrace Capistrano’s Bakery Prime Directives and the Statement of Values; coupled with t…
Animal Diet Technician
: Department: Living Collections - Nutrition Services Supervisor: Manager of Nutrition Services Supervises: None FLSA Status: Full Time, Regular, Non-Exempt Starting Pay Rate: $23.7…
Entry Level Woodshop Associate
About the Job: Entry Level TEXT PROEM to 25000 and our recruiting assistant will get you scheduled for an interview! Job Summary: The Shop Assistant works with building materials in woodsh…
ADVANCED PRACTICE PROVIDER (APP, PA, NP)
Job Description Job Description Overview Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor …
Poolside Server
Overview: We are seeking a friendly and energetic Poolside Bartender & Server to join our team. The ideal candidate will deliver exceptional service to our guests, ensuring their poolside experience…
Facilities Lead
Job Description Job Description Join UCT and be part of the fastest-growing sector in the world ! We indirectly touch every semiconductor chip that goes into every smartphone, smart car, and de…
Discover the Secret to Earning More While Working Less (Remote Sales)
Who We Are : We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue po…
Physical Therapist - Outpatient - License Required
ATTENTION: This position requires graduation as a Doctor of Physical Therapy (or equivalent standing) and a state license as a Physical Therapist. Join Movement for Life Physical Therapy in Oro …
MD/DO - Primary Care Physician
Worldwide Medical Staffing is a Native-Veteran-owned staffing agency with a 30-year service history with US Government Hospitals. We are actively seeking a full-time Primary Care Physician in Kay…