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Executive Wealth Advisor
Job in
Mesa, Maricopa County, Arizona, 85201, USA
Listed on 2026-03-01
Listing for:
TIUM Staffing LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor -
Business
Financial Advisor
Job Description & How to Apply Below
- 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 -with at least $50 million AUM portable.
- 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.
- Significant experience as a Wealth Advisor with at least $50 million AUM portable.
- Certification such as Certified Financial Planner (CFP) is required.
- 10 years experience in financial planning, investment management, or a related field.
- A bachelor's degree in finance, economics, business administration, or a related field is typically required.
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