Executive Planning Advisor Job at Modern Wealth Management, Miami, FL

SEZnNlowdnVKVytGd0FlZjZ1WTZpYllhblE9PQ==
  • Modern Wealth Management
  • Miami, FL

Job Description

Executive 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 also spend a significant amount of their time overseeing, training, and supervising other staff members. 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. Portable Clients a plus.

Primary Duties:

  • Conduct all Get to Know meetings
  • 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.
  • Train, coach, and mentor entire advisory staff to ensure the highest level of client service, professional knowledge, and competence.
  • Oversee the compliance operations and ensure they are being adhered to at the highest level of excellence.
  • 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 required.
  • 10 years experience in financial planning, investment management, or a related field.

Key Benefits

  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested

Job Tags

Similar Jobs

Scientific Search

Senior R&D Scientist - Atmospheric Water Harvesting Job at Scientific Search

 ...Location: Irvine, CA Join a trailblazing startup founded by a renowned Professor in transforming the future of water and air. As a Senior R&D Scientist, you'll be at the heart of pioneering technologies for atmospheric water harvesting and CO2 capture, driving innovations... 

The H&K Group

Road Mechanic Job at The H&K Group

The Pottstown Division of H&K Group, Inc. is looking for a Road Mechanic to repair and maintain diesel and gasoline heavy equipment and trucks in the field. The ideal candidate is energetic, self-motivated, organized, competent, and professional. Why work...

Confidencial Company

Handyman Job at Confidencial Company

The Handyman should be a reliable, dedicated professional with extensive knowledge in various areas of home maintenance. Responsibilities General Maintenance Perform minor electrical repairs such as replacing light bulbs, installing outlets, and general fixes...

Glocap

Research Assistant Job at Glocap

 ...Our client, a boutique Asset Management firm, is looking to hire a Research Assistant to support the funds Investment Team. This is a great opportunity for a candidate interested in learning more about the finance industry. COMPANY: Asset Manager POSITION: Research... 

TechnoSmarts, Inc.

SAO Project Coordinator Job at TechnoSmarts, Inc.

 ...TechnoSmarts is seeking a SAO Project Coordinator for a 12 month Contract. This position requires the candidate to be local to Atlanta, GA as...  ...information Create project related reports from the project work breakdown structure Work with PMs on documenting project...