Modern Wealth Management · 1 week ago
Executive Wealth Advisor
West Palm Beach, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expModern Wealth Management is seeking an Executive Wealth Advisor to work with their top clients and develop new client relationships. This role requires overseeing and training other staff members while managing significant client accounts to drive revenue for the firm.
FinanceFinancial ServicesManagement ConsultingWealth Management
Hiring Manager
Joseph Finn
Responsibilities
Conduct all Get to Know meetings
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
Train, coach, and mentor entire advisory staff to ensure the highest level of client service, professional knowledge, and competence
Oversee the compliance operations and ensure they are being adhered to at the highest level of excellence
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
Certification such as Certified Financial Planner (CFP) is required
10 years experience in financial planning, investment management, or a related field
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