Senior Wealth Advisor

Job Description

Senior Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They also spend a significant amount of their time overseeing, training, and supervising other staff members. 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. Looking for someone with a portable book of at least $25 million AUM existing clients.

Primary Duties:

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• Conduct all Get to Know meetings
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• Manage top 20% of the team’s client reviews.
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• Dedicate at least 80% of time in business development.
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• Work with management team on improving client/prospect experience.
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• Manage & develop Lead and Associate Advisors.
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• Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.
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• Train, coach, and mentor entire advisory staff to ensure the highest level of client service, professional knowledge, and competence.
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• Oversee the compliance operations and ensure they are being adhered to at the highest level of excellence.
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• Serves on investment management committee or helps determine firm investment strategies for clients.
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Requirements:

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• 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.
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• 10 years experience in financial planning, investment management, or a related field.
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Key Benefits

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• Generous continuing education support
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• 100% company paid employee only premiums for Health, Dental & Vision Coverage
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• 4% Company 401k match, 100% vested
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At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.