At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.

Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

Industry: Financial Services
Company Size: 51-200 employees

Modern Wealth Management

Savvy Admin PROD

**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 $45M 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 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

We are proud to be an equal opportunity employer. We are committed to building an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.

Executive Wealth Advisor

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