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.
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
