Executive Wealth Advisor - Certified Financial Planner; CFP

Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with the 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.

• 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.

• 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 experience in financial planning, investment management, or a related field.

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