What are the responsibilities and job description for the Lead Wealth Advisor position at Modern Wealth Management?
As a Lead Wealth Advisor, you will play a pivotal role in our firm. You will be responsible for managing a select group of our most valuable clients while also dedicating your expertise to nurturing new client relationships. You will oversee junior advisors, ensuring they receive the guidance and training they need to excel in providing exceptional client service.
Key Responsibilities :
- Conduct engaging 'Get to Know' meetings with clients.
- Manage comprehensive reviews for the top 20% of clients, ensuring their needs are met with the highest standards.
- Focus at least 80% of your time on business development to attract new clientele.
- Collaborate with the management team to enhance client and prospect experiences.
- Lead, mentor, and develop Associate Advisors and support staff.
- Work on innovative marketing strategies and programs to broaden our client base.
- Provide training and coaching to the advisory staff to maintain excellence in client service and professional development.
- Oversee compliance operations to assure adherence to regulations and best practices.
- Contribute to investment strategy discussions and serve on the investment management committee.
Qualifications :
Benefits :
At Modern Wealth Management, we are dedicated to creating an inclusive and diverse work environment where every employee is appreciated and empowered. We encourage applicants from all backgrounds to apply, as we believe diversity enriches our team and enhances our service capabilities.
