Modern Wealth Management · 1 day ago
Executive Wealth Advisor
Atlanta Metro
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expModern Wealth Management is seeking accomplished and well-organized wealth management professionals to help expand their national footprint. The Executive Wealth Advisor will work with the top 20% of the most profitable clients while also developing new client relationships and overseeing top-tier clients that generate significant revenue for the firm.
FinanceFinancial ServicesManagement ConsultingWealth Management
Hiring Manager
Joseph Finn
Responsibilities
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
Qualification
Required
A bachelor's degree in finance, economics, business administration, or a related field is typically required
10 years experience in financial planning, investment management, or a related field
Preferred
Certification such as Certified Financial Planner (CFP) is a plus
Benefits
Generous continuing education support
100% company paid employee only premiums for Health, Dental & Vision Coverage
4% Company 401k match, 100% vested
Company
Modern Wealth Management
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-04-25Acquired
Leadership Team
Dean Barber
President & CEO
Mike Capelle
Cofounder & Co-CEO
Company data provided by crunchbase