Senior Wealth Advisor: Lead Clients, Equity
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Modern Wealth Management seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors work with high-value clients and help generate new relationships, with a portable book of at least $45M valued for accelerated transition support and potential equity participation.
Responsibilities include meetings, business development, client reviews, and leadership of advisors.
This role, Senior Wealth Advisor:
Lead Top Clients, Equity at Modern Wealth Management, could be your next move.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor:
Lead Top Clients, Equity role in the description above.
We appreciate your interest in this position.
Join Modern Wealth Management and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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