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

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  • 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

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