Executive Wealth Advisor

Mesa, AZ - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Primary Duties:

Conduct all Get to Know meetings
Maximize all new business development opportunities
Manage top 10% of the teams 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.

Requirements:

A bachelors degree in finance economics business administration or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus.
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

Primary Duties: Conduct all Get to Know meetings Maximize all new business development opportunities Manage top 10% of the teams client reviews. Dedicate at least 20% of time in business development. Work with management team on improving client/prospect experience. Manage & develop Lead and Assoc...