Executive Wealth Advisor

Rochester, NH - USA

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Executive Wealth Advisor
Job Location: Rochester NY
Job Type: Full time

Job Description:

Conduct all Get to Know meetings

Maximize all new business development opportunities

Manage top 20% of the teams 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.

Experience youll need:

A bachelors degree in finance economics business administration or a related field is typically required.

Certification such as Certified Financial Planner (CFP) is required.

A portable book of existing clients is preferred.

10 years experience in financial planning investment management or a related field.

Job Title: Executive Wealth Advisor Job Location: Rochester NY Job Type: Full time Job Description: Conduct all Get to Know meetings Maximize all new business development opportunities Manage top 20% of the teams client reviews. Dedicate at least 80% of ti...