What are the responsibilities and job description for the Executive Financial Advisor position at Coda Search│Staffing?
About Our Client
This leading financial planning firm is built on proprietary technology, delivering optimal wealth management solutions. They have experienced significant growth, adding billions of AUM in just two years.
About the Job
The successful candidate will be responsible for leading a team of financial advisors, developing strategies to enhance client acquisition and retention, and ensuring seamless delivery of industry-leading financial planning services.
- Strategic Growth: Develop and implement strategies to drive growth in wealth management services and expand the client base.
- Collaboration: Work with cross-functional teams to implement innovative marketing strategies and enhance product development efforts.
- Market Analysis: Stay informed about market trends and investment opportunities to provide clients with relevant advice and underappreciated strategies.
- Compliance: Ensure adherence to regulatory requirements and maintain high standards of client service.
- Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding existing relationships.
Key Qualifications:
- A strong network of HNW/UHNW clients.
- Bachelor's degree in Finance, Economics, or a related field; advanced degree preferred.
- At least 6 years of experience in wealth management or financial advisory roles, with a proven track record of success.
- Leadership and team management skills, mentoring junior associates.
- In-depth knowledge of investment strategies, financial planning, and full-service platforms.
- Excellent communication and interpersonal skills, building long-term client relationships.
- Proven track record of developing and executing strategies and achieving business objectives.
- Proficiency in financial planning software and tools.
