Talentsearchpro · 1 month ago
Executive Wealth Advisor - Certified Financial Planner (CFP)
Rochester, NY
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTalentsearchpro is looking for an Executive Wealth Advisor who will work with the most profitable and complicated clients in the firm while developing new client relationships. This role involves managing top-tier clients, driving business development, and collaborating on marketing strategies to attract new clients.
Human Resources
Responsibilities
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
Qualification
Required
A bachelor's degree in finance, economics, business administration, or a related field
Certification such as Certified Financial Planner (CFP)
10 years experience in financial planning, investment management, or a related field
Preferred
A portable book of existing clients
Benefits
Generous continuing education support
100% company paid employee only premiums for Health, Dental & Vision Coverage
4% Company 401k match, 100% vested
Company
Talentsearchpro
Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase