Executive Planning Advisor Job at Modern Wealth Management, Seattle, WA

T2NtY2hHREpyV0MrVW0yQldyWDBsM1BVNVE9PQ==
  • Modern Wealth Management
  • Seattle, WA

Job Description

Executive 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. Portable Clients a plus.

Primary Duties:

  • 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.

Requirements:

  • 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.

Key Benefits

  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested

Job Tags

Similar Jobs

LMK Recruiting Solutions

Project Coordinator Job at LMK Recruiting Solutions

 ..., compliance, and efficiency to subdivision projects statewide. The Opportunity Were looking for a Project Coordinator to join our subdivision services team. In this...  ...work in-office, MondayFriday (no hybrid/remote) What We Offer ~ Competitive pay:... 

ROCS Grad Staffing

Call Center Representative Job at ROCS Grad Staffing

 ...Why You Want To Work Here: We are a leading nonprofit with a mission to offer comprehensive training to industry professionals, advance groundbreaking research, and advocate for policies that positively impact the lives of children and families across the nation. In this... 

Premier Marine

Shipping Coordinator/Yard Loader Job at Premier Marine

 ...schedule and customer requirements Load and unload trucks using forklifts or other equipment, ensuring safe handling of products ...  ...against packing lists and bills of lading Communicate with drivers, logistics partners, and internal departments regarding load times... 

Odoo

Customer Care Associate (French) Job at Odoo

 ...users and partners in more than 120 countries, and we continue growing with 2000+ daily downloads. We are growing fast and need to hire faster. About the job: The Customer Care Associate ensures seamless support for a portfolio of customers by addressing inquiries... 

New Acquisitions

Sports-Minded Sales and Marketing Representative Job at New Acquisitions

 ...immediately, if youre start date is more that 6 weeks out please apply closer to that time. Our next Sports-Minded Marketing and Sales Representative will possess the determination and competitive nature that will push our company and team to grow both professionally...